SECRETARY

AND

TREASURER
HANDBOOK

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Dear Secretary and Treasurer,

The Secretary and Treasurer Handbook has been prepared to assist you in the
performance of your important duties as Secretary or as Treasurer of your
Chapter. Two copies of the book are being provided to each Chapter for your
use. The books are to be passed to your successors at the end of your term.
Additional copies may be purchased through the Grand Chapter office. The
book must be kept up-to-date as new pages are provided.

If there is ever a question as to the proper procedure, please do not hesitate to

contact the Grand Chapter Office for assistance.

16960 Bastanchury Road, Suite E

Yorba Linda, CA 92886-1711
(714) 986-2380
FAX (714) 986-2385
Email: gsecretary@oescal.org
 DUTIES OF OFFICERS

Sec. 162. SECRETARY. The Secretary shall:

(also see Uniform Code, Article III, Sec. 2; IB page 11)
(1) Record the proceedings of the Chapter;
(2) Receive all moneys due the Chapter and pay the same over to the
Treasurer, taking a receipt therefor;
(3) Keep a correct account between the Chapter and its members;
(4) Report monthly to the Grand Secretary the transactions of the
Chapter as required by the Constitution and Laws of the Grand Chapter;
(5) Keep a current register of all members of the Chapter, paying
particular attention to changes of address, both in California and other
jurisdictions. When a change of address outside of the area of the Chapter
is noted this information shall be sent in a timely manner to the Chapter
Secretary in the area of relocation, by the Secretary or a member designated
by the Secretary;
(6) Keep the seal of the Chapter and impress it on all receipts, commu-
nications, certificates and documents of the Chapter on execution thereof;
(7) Prepare, or cause to be prepared and sent, all notices and other
communications required by the bylaws or the Worthy Matron;
(8) Have present at each meeting the current minute book, Constitu-
tion and Laws of the Grand Chapter and the bylaws of the Chapter, and such
other equipment as required;
(9) Read all communications pertaining to the Chapter or the Order,
promptly, report all others and read such as are requested;
(10) Require all bills and accounts against the Chapter to be in itemized
form and submit the same to the Auditing Committee for its examination
and action;
(11) Report promptly to the Grand Secretary any special election of
Officers, together with their membership numbers and addresses, and any
changes of address, resignation or death of any elected officer;
(12) By November 1 of each calendar year transmit to the Grand
Secretary, on a form provided, the membership numbers, names and
addresses of all officers;
(13) Notify the Grand Secretary of the death of any present or Past
Grand Officer belonging to the Chapter, together with date and time and
place of funeral, if possible;
(14) Perform all other duties required by the bylaws and pertaining to
the office.

In keeping the records and otherwise performing the duties of the office,
shall acquire from the Grand Chapter Office and shall use books, forms
and other supplies as provided by the Constitution and Laws of the Grand
Chapter. (Sec. 253)

ii
 Sec. 162A. TREASURER. The Treasurer shall:
(also see Uniform Code, Article III, Sec. 3; IB page 12)
(1) Issue all checks, which are to be signed by any two of the three
following officers: Worthy Matron, Secretary or Treasurer;
(2) Keep for seven years all bills and canceled checks or vouchers;
(3) Receive all monies from the Secretary, promptly deposit the same
in the name of the Chapter in such bank or banks as may be designated by it
and shall keep a just and accurate account thereof;
(4) Submit (either quarterly, semi-annually, or annually as the Chapter
may elect) a report of the monetary transactions of the Chapter.

All disbursements of Chapter funds shall be paid by check ordered by

the Chapter.

Perform all other duties required by the bylaws and pertaining to the
office.

HANDBOOK CONTENTS

Duties of Officers and Index (pages are small Roman numerals)

Information in alphabetical order (pages are numbers)
Forms (pages are small letters)
Appendix (pages are capital letters)

iii
Notes:

iv
 Index
Symbols
25–Five Year Pin and Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
25-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bl
25-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . az
50-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bl
50-Year Life Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
50–year Life Membership Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bn
50-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ba
75-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bm
75-Year Pin and Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
75-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bb
940 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AB
941 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Y–Z
2008 Per capita . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

A
Absence of Secretary or Treasurer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Acknowledgement
In Honor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bp
In Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bp
Not Tax Deductible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bq
Star Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bq
Tax Deductible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bq
Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Address Change Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Admission Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Admission to the Eastern Star Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Affiliation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, 16
Amendments to C&L and IB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Annual Election of Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Annual Federal Unemployment Tax Return — FUTA . . . . . . . . . . . . . . . . . . . AB
Annual Financial Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4, bu
Annual Officer Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bx–by
Annual Reconciliation Statement (State) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AA
Annual Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, br–bs
Annual Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Annual Report to Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Annual Report to Grand Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Annual Tax Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AA–AD

v
Anteroom Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 52
Appendix A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A–D
Appendix B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E–AD
Appendix C . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AE–AH
Appendix D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AI–AJ
Appendix E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AK–AL
Appendix F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AM–AP
Appendix G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AQ–AT
Appendix H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AU–AX
Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . cd
Applications for Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Approval of Amendments to Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b
Approval of Bylaws — Consolidating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c
Assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Attendance at Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Audit and Auditing Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Audit Procedure: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

B
Balloting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Ballot, Secret or Written . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Bank Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Bank Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Benevolent Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, 11
Benevolent Fund Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . cd–ce
Bills 11
Blue Membership Summary Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Books and Pamphlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Books and Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Books of the Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Budget and Budget Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Bulletins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13, n
Bylaws, Amendments to . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Bylaws Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

C
California Eastern Star Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
California Masonic Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Cal Star News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Cancer Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Cancer Assistance Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . cf–cg
Cancer Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
vi
Candidates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Cash Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Certificate of Discontinuance of Multiple Membership . . . . . . . . . . . . . . . . . . . w
Certificate of Good Standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18, a
Certificate of Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18, ah, AW
Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Change of Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . cb
Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter Bylaw Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AK–AL
Chapter Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
Chapter Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Charter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Checkbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Check Transmittal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . j
Check Transmittal Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19, AM–AP
Classes of Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
CMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Commercialism . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Committees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Consolidated Officer Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bz–ca
Consolidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Consolidation Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Consolidations and Life Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Constitution & Laws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Contributions and Memorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Courtesy Initiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Courtesy Investigations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Credential Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bf–bg
Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

D
DE 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W
DE 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AA
DE 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U
DE 88 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Deceased . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Demit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Demit Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Demits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

vii
Diagrams of the Labyrinth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Disbursements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Donation Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bp
Donations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Dr. Rob Morris Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Dr. Rob Morris Award Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ax
Dual Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Dual Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Dues Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . z
Dues forms, descriptions and when to use . . . . . . . . . . . . . . . . . . . . . . . . . . AU–AX
Dues Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Dues Remitted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Duties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Secretary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii
Treasurer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Duties of Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

E
Eastern Star Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
EDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
EIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Election of Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Emblem, Eastern Star . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Employee’s Withholding Allowance Certificate (Federal) . . . . . . . . . . . . . . . . . . V
Employer Identification Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Employer’s Annual Federal Unemployment (FUTA) Tax Return . . . . . . . . . AB
Employer’s Quarterly Federal Tax Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Y–Z
Employment Development Department . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Endowment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Endowment Fund Committee Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

F
Fees�����������������������������������������������������������������������������������������������������������������������������������36
Felony Conviction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Fiesta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Fifty-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bl
Fifty-Year Life Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Fifty–year Life Membership Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bn
Fifty–Year Pins and Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Fifty-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ba
FIN �����������������������������������������������������������������������������������������������������������������������������������35
Finance Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
viii
Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Fraternal Greeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d
Fraternal Visits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Funerals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

G
Golden Chain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Good Standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Grand Chapter Endowment Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Grand Chapter Heart Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Grand Chapter Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

H
Heart Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Home Assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Home Endowment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Honorary Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Honorary Membership Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bj

I
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v–xiv
Initiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16, 44
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Instruction Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Instructions for Members of the Investigating Committee . . . . . . . . . . . . . . . . ar
Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
International Eastern Star Headquarters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
International Headquarters, Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bp
International Temple, Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bp
Investigation on Petitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

J
J. Clifford Lee Memorial Cancer Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Jewels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

L
Label Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47, bh
Landmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Ledger Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Legislation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

ix
Lesson for the Month
#1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AK–AL
#2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AM–AP
#3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AQ–AT
#4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AU–AX
Life Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Life Sponsorship Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bj
Life Sponsorship of the Eastern Star Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Life Sponsorship / Star Plus Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bc
Loss of Masonic Standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

M
Mailings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Marguerite Rennie Memorial Cancer Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Masonic Affiliation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Member Relocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Member Résumé . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71, l–m
Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Membership Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 54
Membership Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Membership Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Memorial Cancer Dressings Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Memorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23, 54
Minutes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Miscellaneous Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
Monthly Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bv–bw
Monthly Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56, 68

N
New Employees Tax Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U–V
Non–Affiliated Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Notice of Annual Election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e, AU
Notice of Delinquent Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ab, AV
Notice of Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . z, AU
Notice of Election
Affiliation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .as
Initiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . at
Notice of Rejection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . au, AW
Notice of Special Election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e, AX

x
Notice of Suspension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AV
Dual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ac
Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ad
Masonic standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ae
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Notification of Discontinuance of Multiple Membership . . . . . . . . . . . . . . . . . . i
Notification of Member Relocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f
Notification of Plural or Dual Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . h
Notification of Restoration of Dual Member . . . . . . . . . . . . . . . . . . . . . . . . ag, AW
Notification of Suspension of Dual Member . . . . . . . . . . . . . . . . . . . . . . . . . af, AW
Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

O
Objection to Petition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Officer Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . cc
Officer Jewels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Officer Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Official Visit: Worthy Grand Matron/Patron . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
One–hundred Year Birthday Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Opening . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58, av–aw
Outreach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

P
Paid Life Membership Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bn
Paid Life Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Pamphlets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Past Matron Jewels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Past Patron Jewels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Payroll Tax Deposit (State) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Per Capita . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Per Capita Bill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bt
Per Capita Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Permanent and Other Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Petition for Affiliation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . aj–ak
Petition for Initiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . al–am
Petition for Reinstatement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . an–ao
Petitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . aj
Petitions for Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Planned Giving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Plural Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Plural Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
xi
Presumed Deceased . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Price List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Price List of Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Proceedings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Proficiency Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bo
Proficiency Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Prohibitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Prorated Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Q
Quarterly Tax Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W–Z
Quarterly Wage and Withholding Report (State) . . . . . . . . . . . . . . . . . . . . . . . . . W
Quorum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

R
Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Red Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Registration Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Reinstatement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Reinstatement Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ag
Rejection of a Petition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Relief Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Relocation of a Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Reminder of Dues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . aa, AV
Remittance Envelopes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Report of New Employees (State) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U
Report on Petition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ap–aq
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . br
Reports on Petitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Reports to Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Reports to Grand Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Request for Demit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70, x, AX
Request for Insurance Rider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . g
Request for Special Dispensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . be
Request for Verification of Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . k
Resignation from the Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Resolutions (to amend the Constitution and Laws) . . . . . . . . . . . . . . . . . . . . . . 71
Restoration Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ag
Restoration in the Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Résumé, Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71, l–m
Résumé of Grand Chapter Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
xii
Ribbons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Rituals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Robert’s Rules Of Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Rob Morris Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Rob Morris Award Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ax
Rob Morris Membership Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Roll Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Roster, State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

S
Sample Minutes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A–D
Scholarship Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Scholarships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Seal �����������������������������������������������������������������������������������������������������������������������������������74
Secretary Timeline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AE–AH
Secret Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Service Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Service Award Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ay
Seventy-five-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bm
Seventy–Five Year Pin and Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Seventy-five-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bb
Short Form Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Social Clubs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Special Dispensation Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Special Dispensations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Special Election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Special Election of Officers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Special Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Special Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Standing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Standing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
StarCARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Star Plus Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bk
Star Plus Order Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bc
Star–Plus Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36, 78
Stated Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53, 78
Subsidiary Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Suggested Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AI–AJ
Summary of Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78, p–q
Summary of receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Summary of Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . r–u
Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Suspension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

xiii
 T
Tax Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U–AD
Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81, E–AD
Tellers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Termination of Life Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Timeline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Timeline for Suspension of Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AQ–AT
TIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Transfer of Paid Life Memberships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Transmittal, Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . j
Transmittal of Wage and Tax Statements (Federal) . . . . . . . . . . . . . . . . . . . . . . AD
Treasurer’s Cash Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Treasurer’s Receipt Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Trustees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Twenty-five-year Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . bl
Twenty–Five Year Pin and Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Twenty-five-year Request Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . az

U
UCB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . n
Uniform Code of Bylaws . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82, n–o

V
Vacancies in Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Verification of Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83, k
Visitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Visiting Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d
Voting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

W
W-2 AC
W-3 AD
W-4 V
Wage and Tax Statement (Federal) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AC
Waiver of Jurisdiction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
White Membership Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Y
Yellow Cash Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

xiv
Reference:
• “Sec.” Refers to Section of the Constitution and Laws;
• “IB” refers to Instruction Book;
• “UCB” refers to Uniform Code of Bylaws

ABSENCE OF SECRETARY OR TREASURER

(Sec. 158 (5))
When either officer is absent from a meeting, the Worthy Matron
appoints a pro tem officer to fill the station for that meeting.
The Secretary pro tem will take the minutes, receive the money and
pay it over to the Treasurer. The pro tem secretary signs the minutes.
The Treasurer pro tem would not perform the banking duties.
However, if the Treasurer will be absent for several meetings, arrange-
ments may be made for a member to receive the money from the
Secretary, give a receipt and make deposits. This could be the Worthy
Matron.
If checks need to be drawn in the Treasurer’s absence, the checks
for the rent and the standard expenses may be made out, signed by the
Treasurer and given to the Secretary. When the chapter votes to pay the
expense, the Secretary (or the Worthy Matron) would countersign and
mail the check.
If one of the officers will be absent for an extended period of
time, special arrangements should be made to fulfill either officer’s
duties. Neither the Secretary, Treasurer, nor Worthy Matron should
ever sign blank checks to leave with the other officer. This is just like
leaving a book of cash, as the bank does not always check if there are
two signatures on a check. A pro tem officer may not sign checks. Only
the installed Worthy Matron, Secretary and Treasurer are authorized to
sign checks (Sec. 173).

ACKNOWLEDGEMENTS
Donations received are listed and read as Receipts of the meeting.
Unless your chapter requests names and dollar amounts for each
individual donation, you may read either the total of the donations
and members who make up that total with no individual dollar amount
read or read the various amounts and not the names of the members
making the donations so as not to embarrass any member.

1
 Donations received from members must be acknowledged in
writing by the Secretary to the person (or group) making the donation.
Acknowledgement of the donation must also be sent to the person (or
group) that the donation was made in “honor of ” or to the family if
in “memory of.” The following Acknowledgement cards are available
through the Grand Chapter office without charge (order from the
Order Form/Price List, bottom section on the back of the form):
• Thank you for your donation to the California Eastern Star
Foundation, Grand Chapter Endowment Fund, or Eastern
Star Homes of California and state the dollar amount donated.
(Tax deductible)
• Thank you for your Star–Plus donation. (Tax deductible)
• Thank you for your donation. (Not tax deductible)
• A donation was made in honor of . . .
• A donation was made in memory of . . .
Donations by an individual in the amount of $250 or more must be
paid directly to one of the following: California Eastern Star Foundation,
Eastern Star Homes of California, Grand Chapter Endowment Fund,
or Grand Chapter of California. This donation is sent directly to the
Grand Chapter office by the Secretary or member and will be acknowl-
edged by the Grand Chapter office.
Donations to the California Eastern Star Foundation must specify,
on the memo line, to which fund the donation is being made. If a
donation for Cancer does not specify the cancer fund to which the
donation is being made, it will be divided equally among the J. Clifford
Lee Memorial Cancer Fund, the Eastern Star Patient Comfort Program
Fund, and the Cancer Research Fund. (Sec. 91B)
Donations to the Grand Chapter Endowment Fund must specify
whether the donation is to be restricted or unrestricted within this Fund.
If not indicated, the donation will be unrestricted and the principal will
be available for the operation of the Home. (Sec. 75 d (1), (2))
Chapter donations to any fraternal organization, other than youth
groups, or to any Fraternal Hall Association for any purpose require a
Special Dispensation. Donations to the Masonic Youth Groups require a
Special Dispensation for donations in amounts greater than $500 annually.
Donations to all other youth groups require a Special Dispensation for
donations in amounts greater than $200 annually. (Sec. 205, 206)

2
ADDRESS CHANGE FORM
List any changes of address for your members on the Address
Change form, and send it to the Grand Chapter office with your
monthly reports.

ADMISSION TO THE EASTERN STAR HOME

(Sec. 458)
See Eastern Star Home

AFFILIATION
(Sec. 197(2), 198, 199, 202, 226, IB 53, 75–80)
Petitions for Affiliation may be received only at a Stated Meeting
(Sec. 203). Anteroom meetings are Stated Meetings. The petition
must be accompanied by the proper fees (Sec. 126(d)), which may
not be less than $2.50 nor more than one–half of the initiation fee. A
Certificate of Good Standing (Sec. 235), a Certificate of Reinstatement
or Restoration (Sec. 250), or a Demit (Sec. 235) must also accompany
the petition. The affiliation fee for your chapter is in your chapter’s
Bylaws.
Each application for initiation and each application for affiliation
accompanied by a Demit or a Certificate of Good Standing from a
chapter in a jurisdiction other than California shall include a contri-
bution of $15.00 for the benefit of the Grand Chapter Endowment
Fund. Each application for affiliation accompanied by a Demit or a
Certificate of Good Standing from a chapter in this jurisdiciton shall
include a contribution of $10.00 for the benefit of the Grand Chapter
Endowment Fund. Each applicant for affiliation, who has never
before been a member in the chapter with which she/he is currently
affiliating, shall include with the application a contribution of $5.00 for
the use and benefit of the International Eastern Star Headquarters in
Washington, DC.
Petitioners for affiliation who were last members in either New York
or New Jersey must provide certification of a Masonic relationship
allowed in California in order to affiliate. (Sec. 202 (3))
If the petitioner is elected and signs the bylaws prior to June 30th
and does not pay $50.00 to become a Life Sponsor of the Eastern
Star Home, then $5.00 is also collected. If the bylaws are signed after
June 30th, the $5.00 is not collected.

3
 The above contributions will be calculated as of June 30th and billed
to the chapter on the Per Capita Bill by the Grand Chapter each year.
If a Certificate of Good Standing (or a letter of good standing)
accompanies the petition, it must have been issued within the previous
six months (Sec. 202 (5)).
A Demit, Certificate of Reinstatement, or Certificate of Restoration
may bear any date and may have been issued by a chapter no longer in
existence. If dated more that six months prior to the time of the petition
and if a sum of six–months dues has not already been paid and endorsed
on the form within the last six months, then a sum equal to six–months
dues of your chapter must be paid to your chapter (Sec. 202 (6)).
Send Notice of Election by Affiliation to the candidate informing
them of the affiliation date.
See Candidates
See Demit
See Dual Membership
See Plural Members
See Rejection

Ceremony of Affiliation — IB 75

AMENDMENTS TO C&L AND IB

(Sec. 111 (17), 113–115)
See Resolutions

ANNUAL FINANCIAL REPORT

In August, the Chapter Annual Financial Report form will be
mailed to your chapter. This form will have your chapter’s financial
information for the previous year pre–printed. You will need to provide
the information for October 1st of the previous year through September
30th of the current year. This report will be due in the Grand Chapter
office no later than November 1st of that year.
Failure to provide this information will result in your chapter
being excluded from the Grand Chapter filing to the Internal Revenue
Service. This means your chapter must file the form 990 on your own.

4
ANNUAL REPORT TO CHAPTER
(Sec. 182, 251; UCB Article III Sec. 4)
See Reports to Chapter

ANNUAL REPORT TO GRAND CHAPTER

See Reports to Grand Chapter

ANTEROOM MEETINGS
(Sec. 150) (IB 8)
An anteroom meeting is a stated meeting. Only four anteroom
meetings may be held in any one year and are considered short form.
The meeting must be opened at the time specified in the bylaws. The
Bible must be opened and the prayer given. The meeting must be closed
in Ritualistic form. The receiving of petitions and all other routine busi-
ness may be conduced.
An anteroom meeting before an installation is the last stated
meeting prior to installation.

APPLICATIONS FOR ASSISTANCE

The following applications are requested from the Grand Chapter
office. Check the Constitution and Laws for the requirements.
Benevolent Fund: (Sec. 400–410)
An application should be filled out, signed by the applicant and
send directly to the Area Chairman on the Benevolent Committee
assigned to your District; or, if the Chapter’s Relief Committee is of
the opinion that an application for relief of a needy member in good
standing of the Chapter should be made, the committee may apply to
their Area Chairman. All applications that come through the Chapter
must have the Chapter seal on the form provided by the Grand Chapter
(Sec. 402). Names and addresses of Area Chairmen are listed in the
Roster.
Application can also be made through StarCARE, which will send
the application to the Benevolent Committee.

5
Cancer Assistance: (Sec. 89C)
One copy of the Application for Cancer Assistance, signed by the
applicant, shall be made through the Worthy Matron or in her absence,
the Secretary of the chapter in which membership is held and sent to
the Area Chairman on the Cancer Assistance Committee assigned
to your District. The Area Chairman sends the application to the
Chairman of the Cancer Assistance Committee. The Chairman decides
which cancer fund will be used.
J. Clifford Lee Memorial Cancer Fund: (Sec. 89A)
Marguerite Rennie Memorial Fund: (Sec. 89B)
To obtain items from the Eastern Star Patient Comfort Program,
contact the Chairman of the Eastern Star Patient Comfort Program
(Sec. 91). The names and locations of the stations may be obtained
from the state Chairman, whose name and address is listed in the Roster.
Scholarships: (Sec. 88)
Applications for Educational and Religious Scholarships are
obtained from the Grand Chapter office or from California Eastern
Star’s Website, www.oescal.org, and one is sent to the Secretary in a
monthly mailing. Copies may be made as needed. The deadline for
submission of applications is determined by the Committee. Specific
instructions are with the application.
See also StarCARE

ASSESSMENTS
(Sec. 6(2); 98; 466)
Members must pay any assessment, which was approved by
the delegates at Grand Chapter Session, when they pay their dues.
Members exempt from paying dues (Sec. 98) are also exempt from
paying assessments. Members who hold Life Sponsorships in the
Home are exempt from paying the Home assessment. Plural members
who have purchased Life Sponsorship are exempt from paying the
assessment in both chapters in which they hold membership. Paid Life
Members are not absolved from the obligation to pay Grand Chapter
assessments. (Sec. 193)

6
 Money collected for assessments is sent to the Grand Chapter
office with the Per Capita Bill, which is calculated as of June 30th
(Sec. 96). Thus, you would charge your new members the current
Home Assessment prior to June 30th and not charge them after June
30th as the chapter is billed per capita based on your membership as of
June 30th.
Assessments may be provided for in a chapter’s bylaws (Sec. 126(e)).
Home Assessments:
• $0.25 in 1934–1937, 1939, 1940–1942
• $0.35 in 1943, 1944
• $1.00 in 1931–1933, 1957, 1960–1975
• $2.00 in 1976–1992
• $3.00 in 1993–2007
• $5.00 in 2008–2009

ATTENDANCE AT MEETINGS
(Sec. 258)
No person who is not a member shall be permitted to remain in
the anteroom while the Chapter is in session. No child two years of age
or over shall be permitted in the Chapter Room during the session of
the Chapter.

AUDIT AND AUDITING COMMITTEE

(Sec. 167; 182, 251; UCB Article VI Sec. 1(b))
At installation, the Worthy Matron appoints an Auditing
Committee at installation of three or more members. They shall
examine and pass upon all bills and claims of the chapter before they
are paid. If any member of this committee is not present at a meeting,
the Worthy Matron will appoint another chapter member to examine
the bills. Members of this Committee may not be the spouse, parent,
or child of the Worthy Matron, Worthy Patron, Secretary, or Treasurer.
The Committee examines the books of the Secretary and Treasurer
annually after the end of the fiscal year (September 30th), and reports
on their condition to the chapter at the first stated meeting of the
chapter held after December 1st (Sec. 251). However, a special audit of
any financial records of the chapter may be made at anytime if ordered
by the Chapter (Sec. 182).

7
 While there are no specific guidelines in the Constitution and Laws
or the Instruction Book of Grand Chapter, the following procedure will
be used.
Records to be assembled for the audit:
• Minute Book
• Yellow Cash Ledger Pages or Financial Spreadsheet
• White Membership Ledger Pages
• Dues Receipt Stubs
• Audited bills
• Check Book Stubs
• Treasurer’s Cash Book
• Treasurer’s Receipt Book Stubs
• Bank Statements
• Cancelled Checks

Audit Procedure:
An audit should start with the Secretary’s Minute Book, which
is compared to the Yellow Cash Ledger Pages or financial ledger. All
receipts and disbursements shown in the Minute Book must appear on
the financial ledger, and no entries may be on the financial ledger that
are not in the Minute Book.
Any dues and assessments shown in the Minute Book as having
been paid must be noted on each member’s White Membership Ledger
Page and on the dues receipt stubs. There must be a dues receipt stub
for every dues payment shown the Minute Book. There must be a
payment of dues shown in the Minute Book for every dues receipt stub,
except for 50–year life members, paid life members, members whose
dues were remitted, and members who are exempt from paying dues.
These will have a dues receipt and a receipt stub, but will not be listed
in the minutes.
When the Secretary gives money to the Treasurer, the Treasurer
makes out a receipt and gives it to the Secretary. This receipt, and the
stub in the Treasurer’s receipt book, must correspond to the receipts
listed in the Minute Book. However, when interest is received, it will be
recorded in the Minute Book, but will not appear on any receipt.

8
 The audited bills and check stubs (or cancelled checks) are to be
compared to the financial ledger and Minute Book. For every bill there
should be a check stub and these should be compared to confirm that
the amounts are the same. For every check stub, there must have been
approval in the minutes; likewise every bill should appear in the Minute
Book.
Each check must be listed in the Treasurer’s Cash Book, and the
amounts listed on the each receipt, which was issued by the Treasurer
to the Secretary, must also be listed. The bank statements and cancelled
checks are to be compared with the Treasurer’s Cash Book, the check-
book, the Minute Book, and the financial ledger.
At the conclusion of an audit, the committee shall date and sign all
of the books they have examined. A written report must be compiled
and given to the Secretary. It is suggested that the report also be given
to the current Worthy Matron and the Junior Past Matron. This report
is to be presented to the membership at the first stated meeting after
December 1st.
As part of the audit procedure, the committee should confirm the
following:
• that each member is either exempt from paying dues, has paid
their dues, or has had their dues remitted
• that all funds received by the chapter have been properly
deposited into the correct accounts
• that all checks issued were in the proper amounts and were
approved by the chapter
• that each check is accounted for
• that the records of the chapter are being properly preserved
The books of the Secretary and Treasurer are their responsibility,
and they therefore should not be audited without the two officers
present. The officers should not take part in the audit but be available
to answer any questions regarding their books.

BALLOT, SECRET OR WRITTEN

Unless provided for in the chapter’s bylaws or standing rules,
written or secret ballot can only be authorized by a majority vote of the
Chapter. (Robert’s Rules of Order, Voting Procedure)
See Tellers

9
BALLOTING
(Sec. 218–221, IB 52–59, Ritual 13–15)
Balloting is the procedure to use when voting on petitions,
Honorary Memberships, and certain Requests for Special Dispensation,
when only a fixed number of negative votes is required to reject or
defeat.
The Secretary marches west on the Marching Line and east on the
Side Line. The Treasurer marches west on the Side Line and east on the
Marching line.
The Chapter may not ballot on more than five petitioners at one
time, but may hold more than one ballot per meeting (Sec. 220).
Rejection of a petition takes three or more black cubes. (Sec. 221)
If three cubes are cast in a ballot, the Worthy Matron must cause a new
ballot to be taken. If a collective ballot receives three or more black
cubes, a new ballot shall be taken on each petitioner individually, and
if any of those individual ballots receives three or more black cubes a
second ballot shall be taken on that individual. If three cubes appear
for a second time on an individual, then the petition is rejected. See
Rejection of a Petition for further instructions.
The ballot is “clear” with one or two black cubes — not “cloudy.”
A Ballot box must be used for balloting. A properly prepared
ballot box contains at least six black cubes and a sufficient number of
white balls to supply the members voting. If there are more than sixty
white balls there needs to be at least one black cube for every ten balls.
(Sec. 219)
See procedure Sec. 222, 223, IB 52

BANK ACCOUNTS
(Sec. 172)
The Treasurer shall deposit funds received from the Secretary, in
the name of the chapter, in any bank, credit union, or savings and loan.
Such depository must meet the insurance requirements as stated in
Section 101.
Authorized signers are only the installed Worthy Matron, Secretary,
and Treasurer.

10
BANK STATEMENTS
(Sec. 162 A, UCB Article III Sec. 3(b))
The Secretary will receive the bank statement from the bank, review
the statement, and compare it to the financial report or Yellow Cash
Sheet. The statement, together with the cancelled checks, is then given
in a timely manner to the Treasurer who will reconcile the checkbook.
The Treasurer keeps the cancelled checks and statements for seven
years. Some banks are no longer returning checks and we recognize that
this is in conflict with the Constitution.

BENEVOLENT FUND
(Sec. 400–410)
See Applications for Assistance

BILLS
(Sec. 162(10), 162A, 167; IB 25; UCB Article III Sec. 2(j))
All bills must be itemized, preferably bills should be those issued
by the vendors. Bills must be properly audited by the Audit Committee
before being read, and then voted upon before being ordered paid, even
if the money is allocated in the adopted budget for the year.
Bills are read twice — when received and, for the second time, in
the Minutes of the meeting received. You may not read only the total
of the bills. You must read each individual bill in the meeting and in
the minutes at the next meeting. You should have an audited bill or a
motion made for every check written, except assistance by the Relief
Committee (Sec. 170, 173) and the per capita (Sec. 173). The Treasurer
shall write all checks. The checks are signed by any two of the three
following installed officers: Worthy Matron, Secretary or Treasurer.
The Secretary should receive the Bank Statement from the bank, review
it, and give it to the Treasurer to balance the checking account.
The Summary of Bills, or a like form, may be used to list all bills
including bills approved by motion during the meeting. This form
could be in duplicate: one copy for the Secretary to have to write the
minutes and one copy to give the Treasurer with the bills to issue the
requested checks. The Treasurer would note the check numbers on the
form and return to the Secretary. The Treasurer keeps the bills for seven
years.

11
 Checks needed for any of the categories on the Check Transmittal
Form would be listed on the Summary of Bills form indicating the
proper payee. Remember, the Treasurer only needs to issue one check
per category on the Check Transmittal Form.
All disbursements must be posted on the ledger (accounting
program, computer spreadsheet, or the yellow cash page).
The Treasurer records each receipt for money received from the
Secretary in the Treasurer’s Cash Book. All disbursements are to be
recorded in the Treasurer’s Cash Book.
The audited bills should be kept for seven years, along with the
bank statements and the cancelled checks.
See Checks, Check Transmittal Form
See Official Visit, Expenses

BOOKS AND PAMPHLETS

The following are available through the Grand Chapter office:
• California Eastern Star Foundation
• New Member Booklet
• Questions and Answers on the Constitution and Laws
• Prospective Member Brochure

The following pamphlets and others are available through the

Senior Living Community:
• Outreach Program
• Planned Giving Brochure

BOOKS OF THE CHAPTER

(Sec. 165; IB 11)
Any books, records or other property of the chapter shall be made
available by any officer having the possession or control of them, and
that officer will assist in any matter relating to the affairs of the chapter.

BUDGET AND BUDGET COMMITTEE

(Sec. 126(h); 168; UCB Article VI Sec. 1(c))
The duty of the Budget Committee is to prepare a budget of income
and expenditures for the fiscal year, October 1st through September
30th. The Chapter will vote to approve the budget at the last meeting
prior to the end of the Chapter fiscal year.
12
 The Secretary and Treasurer should be asked to provide the past
year’s financial information to the Budget Committee to assist in the
preparation of the budget for the next year. The Budget Committee
should review the actual dues received in the prior year and compare it
to the amount that had been budgeted. If there is a major discrepancy,
it should be reported to the Worthy Matron.
The total of the budget may not be exceeded except by majority
vote of the members present and voting. Even though an item is in the
budget, an audited bill must be presented before it can be ordered paid.
If the chapter votes to release the budgeted amount before a purchase,
then a receipt would be given to the Secretary later, along with any
money not spent. The budget is just a guideline. Although an item is in
the budget, it cannot be spent without the vote of the Chapter.
A copy of the approved Budget must be attached to the minutes.
See Use of Funds Sec. 172, 174, 175.

BULLETINS
(Sec. 212)
Petitioner’s name shall not be published in any chapter bulletin or
otherwise, prior to initiation or affiliation. Members planning to submit
their name for an elective office, either for the Annual Election of
Officers or for a Special Election, shall not be published in the bulletin.

BYLAWS
(Sec. 126)
Every chapter is required to adopt a code of bylaws. See Section
126 for what shall be provided for in the bylaws and what may not be
provided for in the bylaws.
Annual dues are provided for in the bylaws; assessments may or
may not be provided for.
Standing Rules are not part of the chapter’s bylaws and may be
changed by a majority vote after notice is give. If no notice is given, a
two–thirds majority vote is required. (Robert’s Rules of Order Newly
Revised, 10th Edition, §35, pp. 293–299)

13
BYLAWS, AMENDMENTS TO
(Sec. 126–128; UCB Article VII Sec. 1)
An amendment to the chapter’s bylaws must be presented in
writing at a stated meeting and is read. The following is an example of
how this may be handled:
Member: “I give notice that at the next stated meeting I will bring a
motion to amend the bylaws as follows: . . . .”
Worthy Matron: “Sister Secretary, you will see that the proper notice is
sent to all members that at the next stated meeting this proposed
change to the bylaws will be considered.” <Gavel>
At a succeeding stated meeting, after notice of such amendment
and of its consideration is sent to all members (Sec. 146), the amend-
ment may be discussed and voted upon.
Member A: “I move that the bylaws be amended as follows: . . . .”
Member B: “Second.”
Worthy Matron: “It has been moved and seconded that the bylaws be
amended as follows: . . . . Is there any discussion?”
If adopted by a vote of 2/3 of the members present and voting, two
copies of the new amendment, one copy of the section before it was
amended, and two copies of the “Approval of Amendments to Bylaws”
form, obtained from the Grand Chapter office at no charge, are sent to
the Grand Chapter office.
The bylaw change becomes effective when the approval, which has
been signed by the Worthy Grand Matron, is read at the stated meeting
following its receipt. The Secretary shall inform all members of the
change in bylaws and enter the change in the chapter’s Bylaws Book.
See Voting
See Appendix D
See Consolidation

BYLAWS BOOK
(Sec. 126; 127, 227; IB 72, 79)
The bylaws of a chapter shall be kept current in a Bylaws Book
purchased from the Grand Chapter office. The book shall be signed by
new members and a copy of the current bylaws shall be given to each
new member. If a member demits from your chapter and then affiliates
with your chapter again at a later date, they would sign the bylaws again.

14
 Members reinstated after a suspension, for any reason, do not
re–sign the bylaws book.
Honorary Members (Sec. 183) do not sign the Bylaws Book. Your
chapter may have a special roll of Honorary Members Book that they
may sign.
Under “Remarks” in the Bylaws Book, the Secretary should note
name changes, when that member was demitted, suspended, resigned
or died.
Amendments or changes to the Uniform Code of Bylaws auto-
matically become part of the bylaws of the subordinate chapter. These
changes are not voted on by the chapter members. The Secretary shall
note such changes in the chapter’s Bylaws Book (Sec. 126).
At an initiation, if a member needs reading glasses to sign the
bylaws, then they should be left at the Secretary’s desk to be available
when needed.
See Failure to Sign the Bylaws Sec. 227

CALIFORNIA MASONIC CODE (C.M.C.)

(Sec. 179)
See Commercialism

CAL STAR NEWS

This is a quarterly publication sponsored by the California Grand
Line Officers Association. The current subscription rate is $5.00 for
one year. This Committee is listed under Special Committees in the
State Roster.

CANCER RESEARCH
(Sec. 91A)
Cancer Research is under the umbrella of the California Eastern
Star Foundation.

15
CANDIDATES
Initiation: (Sec. 197, 201, 224, IB 58) When advising a candidate
of election and the date to appear for initiation you may use a “Notice
of Election for Initiation” form. Advise the amount of dues required for
the balance of the calendar year, which should be pro–rated, and also
include information as to the amount due annually. If the candidate is
joining your chapter after June 30th, she/he does not have to pay the
current year’s Home Assessment. (See Assessments)
When a new member signs the chapter’s Bylaws Book, the
Secretary shall present the new member with a current copy of the
chapter’s Bylaws. It would also be a good idea to give the new member
a copy of the New Member Booklet (obtain from the Grand Chapter
office) and, if available, a roster of the chapter members.
Affiliation: (Sec. 202, 206, IB 58) When advising a candidate of
election and the date to appear for the affiliation ceremony or to sign the
bylaws, use a Notice of Election for Affiliation form. Advise the amount
of dues required for the balance of the calendar year, which is to be
pro–rated, and also include information as to the amount due annually.
If the affiliate is joining your chapter after June 30th she/he does not pay
the current year’s Home Assessment. Even if a plural member, a Life
Sponsor of the Eastern Star Home will not pay the Home Assessment
in any California chapter.
If affiliating on a Demit, the affiliate shall not sign the bylaws of
your chapter until you have obtained the Demit from their former
chapter. If the Demit is over six months old, six–months back dues in
your Chapter must accompany the petition, unless the Demit has been
endorsed in the last six months that the member has already paid such
dues.
If the affiliate will be a plural member, a Certificate of Good
Standing from the other chapter must accompany the Petition for
Affiliation (Sec. 235).
Petitioner names shall not be published in any chapter bulletin or
otherwise, prior to initiation or affiliation (Sec. 212).
Plural Members: (Sec. 191) Advise plural members that they
must pay dues and assessments in your chapter, unless exempt from
the Home Assessment because of the purchase of a Life Sponsorship
in the Eastern Star Homes of California. Remind them that they must

16
continue to pay dues and any assessment owed in the other chapter.
The Secretary of a chapter that has elected a member to plural member-
ship must send within 30 days a notice informing the Secretary of the
other chapter of the plural membership.
Plural members, who are 50-year members of the Order and have
been voted Life Membership in one chapter, must pay dues in the other
chapter, unless voted Life Membership in that chapter also.
Dual Members: (Sec. 192) Advise dual members that they must
pay dues and assessments in your chapter, unless exempt from the
Home Assessment because of the purchase of a Life Sponsorship in
the Eastern Star Homes of California. Remind them that they must
continue to pay dues and any assessment owed in the other chapter.
The Secretary of a chapter that has elected a member to dual member-
ship must send within 30 days a notice informing the Secretary of the
other chapter of the dual membership.
Dual members must have 50 years in the Order and have been a
continuous member in this Jurisdiction for the prior year to be entitled to a
50–year pin and certificate from California. To be eligible for 50–year Life
Membership, Dual Members must have been a member of a chapter within
the jurisdiction of any Grand Chapter under the General Grand Chapter
or under the General Grand Chapter itself for 50 years, and have no less
than 25 years in a chapter in California, and have been a member of the
chapter voting the 50–year Life Membership for the prior year. (Sec. 193)

CASH BOOK
See Treasurer’s Cash Book

CERTIFICATES
The Grand Chapter office has the following certificates available:
• Twenty–five year membership (white with blue ink)
• Fifty–year membership (white with gold ink)
• Seventy–five year membership (white with silver ink)
• Honorary Membership (white)
• International Temple (white)
• 50-Yeare Life Membership (goldenrod)
• Life Sponsor of the Eastern Star Home (green)
• One hundred–year Birthday (8½" x 11" with border)
• Paid Life Membership (white)
• Proficiency (white business card size)
• Rob Morris Award (8½" x 11")
• Service Award (8½" x 11")
17
CERTIFICATE OF GOOD STANDING
(Sec. 235)
A Certificate of Good Standing shall be issued by the Secretary
upon oral or written request of a member in good standing whose dues
and assessments are paid to the end of the preceding month. No action
of the Chapter is necessary, but the Secretary shall immediately inform
the Worthy Matron of the request.
Other jurisdictions may issue a Letter of Good Standing.
A Certificate (or Letter) of Good Standing must accompany a
petition of affiliation for Plural or Dual membership and must be dated
within six months (Sec. 202).

CERTIFICATE OF RESTORATION
A Certificate of Restoration is granted when a petition for rein-
statement is rejected. The member is restored to the Order, but not
reinstated in the chapter petitioned. This is like a Demit and is good
for visitation and petitioning for affiliation for a period of six months.
After six months, payment of six–months dues to the chapter being
petitioned must be endorsed on the Certificate of Restoration in order
to allow continued visitation or affiliation.

CHAPTER
Dissolution — see Sec. 295–297
New Chapters — see Sec. 229, 263–278
Suspension — see Sec. 305–309
Under Dispensation — see Sec. 279–288
Under Probation — see Sec. 300–304

CHAPTER FUNDS
(Sec. 166, 172–181)
The primary purpose of chapter funds is for the payment of its oper-
ating expenses, the dues and assessments to Grand Chapter, refresh-
ments at its meetings, and social entertainment given by the chapter.
The C&L sections cover the receiving of money by the Secretary,
withdrawal of funds, use of funds for charitable purposes, Grand
Chapter expenses, gifts, investment of funds, subsidiary organizations,
sponsorship of youth, and Life Membership funds.

18
 A special audit of any or all of the financial records of the chapter
may be made at any time, if ordered by the chapter (Sec. 182).
No committee shall have the authority to contract any indebted-
ness, except as specifically authorized by the chapter (Sec. 182).

CHAPTER LINES
(IB 3)

CHARTER
(Sec. 121, 147, IB 1, Ritual 163))
The charter, or a photocopy of the charter, must be present at all
meetings. The chapter must vote to allow the charter to be taken to the
Official Visit of the Worthy Grand Matron and Worthy Grand Patron.
The original charter may be kept in a safety deposit box.
If your chapter bylaws are changed to meet in a different city, or if
you consolidate with another chapter, the charter must be sent to the
Grand Chapter office for endorsement.
In the event the charter is lost or destroyed, the Grand Secretary
shall issue a duplicate charter at a cost to be determined (Sec. 121).
Probation — see Sec. 300–304
Suspension of — see Sec. 305, 307–310

CHECKS
(Sec. 162A; UCB Article III Sec. 3)
The Treasurer shall write all checks, which are signed by any two of
these three installed officers: Worthy Matron, Secretary, or Treasurer.
The checkbook is in the possession of the Treasurer. It is the duty
of the Treasurer to receive the Bank Statement from the Secretary and
to balance the checkbook.
A Check Transmittal Form is provided by the Grand Chapter
office to use when sending checks to the office. There are four specific
ways to make a check payable: California Eastern Star Foundation,
Grand Chapter Endowment Fund, Eastern Star Homes of California,
and Grand Chapter of California. On the transmittal form are listed
various funds under one of the above four categories to define the

19
payee. Under the California Eastern Star Foundation, be sure to specify
to which cancer fund the donation is going. Under Grand Chapter
Endowment, be sure to indicate if the donation is to the restricted or
unrestricted portion of the Endowment. (Sec. 75 d (1), (2))
Please do not staple, tape, glue, or affix the check to the form in
any manner nor cut the form apart. If all the chapters were to do this, it
takes hours to separate.
Only one check needs to be written for each of the four specific
entities. The only check that cannot be combined is for the payment of
the Annual Assessments.
The Check Transmittal Form has spaces for you to indicate that
you have sent acknowledgements when required.
See Appendix F

CLASSES OF MEMBERSHIP
(Sec. 183, 184)
Membership in a chapter is either regular or honorary.
Regular membership is by initiation or affiliation.
Honorary membership is given to a member of the Order who is
not a member of the chapter. The members of the chapter elect by an
oral vote or by ballot to bestow Honorary Membership on a member.
The vote must contain less than three negative votes.
see Honorary Membership

COMMERCIALISM
(Sec. 179)
The California Masonic Code (CMC 27700, 27800) defines
commercialism in the Order of the Eastern Star. Eastern Star members
must remain within the guidelines of Grand Lodge in soliciting
advertising.

COMMITTEES
(Sec. 167– 171A, UCB Article VI)
Standing Committees, except Relief, shall report to the Chapter in
writing. All written reports shall be filed with the Secretary.
No Committee shall have the authority to contract any indebted-
ness, except as specifically authorized by the Chapter. (Sec. 182)
20
 Auditing — Sec. 167, see Audit Committee
Budget — Sec. 168, see Budget Committee
Courtesy — IB 5
Investigating — Sec. 210, IB 21, see Investigation on Petitions
Membership — Sec. 171
Property — Sec. 169, see Property Committee
Relief — Sec. 170, see Relief Committee
Standing & Special — Sec. 171A
Tenure — Sec. 182

COMMUNICATIONS
(Sec. 162(9), 243; IB 24)
Secretary should stand when reading the communications. (See
Standing)
All communications to the chapter should be read in the order of
their importance, the Worthy Grand Matron’s first, Grand Chapter’s
second, etc. Take the letters out of the envelopes before Chapter starts.
Before reading a letter, announce the name of the writer. Do not read
all the notes that come in with the dues, unless it would be of interest to
the Chapter. Summarize long communications.
Invitations should be read in the order of their importance, giving
the chapter, the occasion, the date, time, place and cost of the event.
Then announce they are on the Secretary’s desk, or web site, for those
who are interested. Do not read the details, names and addresses, etc.
Invitations to Grand Officers’ Receptions should be read in
protocol order. After reading, give the invitation and other material
sent with the invitation to the subordinate officer. Do not read invita-
tions to events that have already taken place.
Communications from the Grand Chapter office, which are not
instructions, need not be kept, as they are on file in the Grand Chapter
office. Your Worthy Matron might enjoy having letters from the Worthy
Grand Matron for her yearbook, after they are read. Important commu-
nications should be kept in a permanent file or attached to a member’s
record. Requests for demits should be attached to the member’s
petition.

21
CONSOLIDATION
(Sec. 289–294)
Two or more chapters in the same general geographic area may
consolidate and form one chapter. Before proceeding, a chapter shall
request information and assistance from a member of the Grand
Chapter Consolidation Committee.
See Fees

CONSTITUTION & LAWS OF THE GRAND CHAPTER

(Sec. 254; 257)
Each chapter has been given eight copies of the Constitution and
Laws for the use of the eight elected officers. After each session of Grand
Chapter, eight copies of the amendments to the Constitution and Laws
are sent to the chapter together with a bill for those amendments.
A chapter may purchase the Constitution and Laws for the use of
the appointed officers. Such books must be returned to the Worthy
Matron at the expiration of their term of office.
Any member in good standing may purchase a copy of the
Constitution and Laws. The member making the purchase will be
required to keep that copy of the Constitution and Laws current, which
will require the payment of a nominal fee for amendments or revisions
when such changes are made at Grand Chapter session.
The Constitution and Laws is divided into Parts:
• Part I pertains to Grand Chapter in California
• Part II pertains to Grand Chapter’s bylaws, rules, commit-
tees and sessions
• Part III pertains to Subordinate Chapters
• Part IV pertains to the Benevolent Fund and the Foundation
• Part V pertains to the Eastern Star Home
• Part VI pertains to Discipline

Our rules and regulations are in the Constitution and Laws, which
is overseen by the Grand Chapter Committee called the Constitution
and Bylaws Committee.
Amendments —Sec. 111 (17), 113
See Resolutions

22
CONTRIBUTIONS AND MEMORIALS
All contributions and memorials to our various Eastern Star chari-
ties made through the chapter must be acknowledged by the Secretary
and sent to the Grand Chapter office. Cards are available at no charge
from the Grand Chapter office to acknowledge these contributions and
memorials.
The individual donations are to be deposited into your chapter’s
checking account. Each individual donation does not need to be sent
to the Grand Chapter office when it is received. A total amount may be
sent to the office periodically. Complete the Check Transmittal form
and forward to the Grand Chapter office with the chapter’s check. Do
not send checks to the various committee chairmen.
Chapter contributions or memorials to any Fraternal organization
or to any Fraternal Hall Association for any purpose whatsoever will
require a Special Dispensation. (Sec. 206(6)(7))
See Acknowledgements
See Check Transmittal Form.

COURTESY INITIATION
(Sec. 230–232, 217)
A Chapter may by majority vote at a stated meeting request another
chapter in this jurisdiction or a chapter in another jurisdiction to confer
the degrees as a courtesy on its elected petitioner.

COURTESY INVESTIGATIONS
(Sec. 210; 250)
If a petitioner for initiation, affiliation or reinstatement does not
live in the locale of your chapter, your Worthy Matron may ask a Worthy
Matron of the closest chapter in California to conduct a Courtesy
Investigation on the petitioner.
If a petitioner is not a resident of California, your Worthy Matron
would send a request for the Courtesy Investigation to the Grand
Secretary of California, who shall ask the other jurisdiction to make the
Courtesy Investigation.
In each case, the Reports of the Investigation Committee shall be
certified over the seal of the chapter making the investigation.

23
CREDENTIALS FOR GRAND CHAPTER
(Sec. 29, 99)
All members attending closed Grand Chapter sessions must have
credentials. A Credential Request form will be sent to you in the
July mailing. On the form you will list the elected and installed Line
Officers that are going to attend Grand Chapter, and any members of
your chapter attending (Sec. 8).
On the back of the form indicate the number of additional legisla-
tive booklets required, sign your name and affix the chapter seal.
Please read carefully and follow the instructions that are sent to
you with the credential order form. The cost of the credentials is $15.00
per member.
Members may attend the Informal Opening Session, Fun Night,
Masonic Family Session, and the Installation without a credential.
Non–members may attend these events at the invitation of a member.

DECEASED/PRESUMED DECEASED
If there is a member on your rolls who has not paid their dues, you
are unable to make contact with her/him and she/he was born prior to
1940, you may notify the office that you were unable to locate her/him
and she/he is presumed deceased. This will take that member off your
rolls and you will not have to go through the process of suspension. If
that member is located in the future, she/he can be “resurrected”!

DEMITS
(Sec. 236–238)
A request for a demit must be signed by the member or the demit
must be requested verbally by the member in open Chapter. You may
provide the member with a Request for a Demit form. Dues must be
current to the end of the preceding month before a Demit is requested
and the current dues receipt is to be surrendered to the Secretary.
Tell your Worthy Matron immediately when you receive a request
for a Demit. Any member requesting a Demit should be contacted by
the Worthy Matron to find out why she/he is requesting a Demit. If the
request is due to inability to pay the dues, the dues may be remitted by
a vote of the Chapter. If action on the request for a Demit is deferred
until the member can be contacted, the Demit, when issued, must bear
the date of the stated meeting at which it was first requested.

24
 If a plural or dual member requests a Demit, the other chapter
must be notified immediately; you may use the Notification of
Discontinuance of Multiple Membership form for this purpose. The
member would be given a Certificate of Discontinuance of Multiple
Membership.
A Demit is good forever. However, if a Demit is over six months old,
a member cannot visit or affiliate with a chapter unless within the last
six months it has been endorsed that the member has paid six–month’s
dues to a chapter. When filling out the Demit, put the membership
number on it and fill in the membership information.
A Members of two chapters that wants to affiliate with your chapter
cannot submit a Petition for Affiliation until she/he has terminated her/
his membership in at least one of the chapters. The member should
request a Demit from one of her/his chapters. If she/he is a plural
member, she/he would receive a Certificate of Discontinuance of
Multiple Membership; however, a dual member might receive a Demit.
If the member receives a Demit, she/he should turn it over to her/his
remaining chapter before requesting a Certificate of Good Standing. A
Secretary can assist a member in getting a Demit by using a “Request
for a Demit” form and having the member sign the request form.
Dues paid in advance of the month of the meeting at which a
Demit is granted shall be prorated and refunded to the member. If it is
before June 30th also refund the Home Assessment. After June 30th, do
not refund the Home Assessment.
If a Demit is dated more than six months prior to the time of peti-
tion, and has no endorsement of a sum equal to six–months dues paid
to a chapter, a sum equal to six–months dues of the chapter being peti-
tioned must be paid and the Demit endorsed. (Sec. 202 (5)) Demits
from other jurisdictions are deemed to be in good standing for twelve
months (Sec. 238).
Demits should be stapled to the petitions and kept as part of your
chapter’s permanent file.

25
 Duplicate Demits: A former member may request a duplicate
Demit. This should be done immediately and does not take action of
the Chapter. Check the chapter’s records and fill in the Demit as it
would have been filled out when the request was originally received.
Where the Demit would have been signed by the secretary, type the
name and put “(Signed)” after it. At the top, type “Duplicate demit
issued (date),” sign your name as Secretary and affix the Seal.

DIAGRAMS OF THE LABYRINTH

(IB 96, Ritual 168)
The Diagrams are found in the Ritual and the Instruction Book.

DISBURSEMENTS
(Sec. 173)
For each check that is written you must have the vote of the
Chapter; either by a motion passed by the members or an audited bill
that the members voted to pay. The only exceptions would be assistance
given by the Relief Committee or the check for per capita.
The Treasurer shall write the checks. The Secretary shall receive the
bank statement, review it against checks that have been requested to be
paid, and give it to the Treasurer to reconcile the checkbook.
The checks should be filled out and signed by any two of these
three installed officers, Worthy Matron, Secretary or Treasurer.
See Acknowledgements

DONATIONS
See Acknowledgements

DUAL MEMBERSHIP
(Sec. 192; 249)
Dual Membership involves membership in one chapter in
California and one chapter in another jurisdiction. Some jurisdictions
do not allow Dual Membership and will not issue a Certificate of Good
Standing, which must accompany a petition for affiliation. Check with
the Grand Secretary of the other jurisdiction to see if they allow Dual
Membership. Dual membership is only authorized in California if the
other jurisdiction allows it too.

26
 A member may only belong to two
chapters anywhere in the world.
Dual members who are suspended for non–payment of dues
or other causes in another jurisdiction, are automatically suspended
from their California chapter. In which case, a “Notice of Suspension
of a Suspended Dual Member” should be sent to the member. If you
suspend a Dual Member, immediately notify the Secretary of the
other chapter or the Grand Secretary of the other jurisdiction. The
“Notification of Suspension of Dual Member” form may be used.
If a Dual Member resigns from the California chapter, immediately
notify the other chapter in which the member holds membership. You
may use the “Notification of Discontinuance of Multiple Membership”
form for this purpose.

DUES
(Sec. 244, 245, 246, 247)
All members of a chapter, except life members and exempt
members, shall pay such annual dues as the bylaws of the chapter may
provide.
Dues are not collected from new members until the bylaws have
been signed and shall be pro–rated. (Sec. 227)
If there is a change in the rate of dues, any payment made covering
a period more than one year in advance of the effective date of such
change shall be adjusted in accordance with the new rate.
Remittance envelopes are provided by the Grand Chapter office at
no cost to the chapter. They may be picked–up at the Grand Chapter
Session.
see Candidates
see Dues Remitted
see Notices
see Prorated Dues
Reinstatement — Sec. 250
see Reinstatement
Remission — Sec. 248
see Remittance Envelopes
Suspension — Sec. 249
see Suspension

27
DUES RECEIPTS
(Sec. 244–247)
Dues receipts are provided by General Grand Chapter. California
Grand Chapter will send a supply to your chapter with a bill for the
receipts prior to the end of the year. Dues receipts must be issued as
soon as possible following the payment of the dues.
A dues receipt must be given to every member who pays her/his
dues. Fill in the total amount received on the dues receipt, the date the
dues are paid to, and send it, as soon as possible, to your member. It
should be noted on the dues receipt if the member holds an office, is a
Grand Officer, Past Matron or Past Patron, is a Life Member (paid) or
a 50–year Life Member.
If your chapter’s bylaws provide for semi–annual payment of dues
and the member pays the first half, the dues receipt will reflect the date
that dues are paid to ( June 30, __).
The amount on the dues receipt should reflect the amount of the
dues and any assessments paid. If your chapter dues are $20.00 and
the member is not a Life Sponsor of the Eastern Star Home and pays
the $5.00 assessment, the amount on the dues receipt will be $25.00
(Sec. 247).
On the dues receipt you should indicate the name, number, and
location of your chapter: this may be done using a rubber stamp. The
dues receipts may be numbered in advance. The date on the dues
receipt should be the date you receive the money. They are to be signed
by the Secretary and the Seal affixed.
At the first of the year, a receipt for dues should be made out and
given to all Life Members due to fifty years of membership in California,
Paid Life Members, members whose dues are remitted by vote of the
chapter or for salary for services and those residing in charitable homes.
Before the chapter issues a receipt for dues to a brother, the Worthy
Patron should know his Masonic standing. The member must certify
in writing, or present for inspection to the Worthy Patron, a receipt for
dues showing that he is an affiliated Master Mason in good standing.
(Sec. 247)

28
 In case dues are paid in advance for a longer period than the
current year, at the beginning of each new year the Secretary shall
issue a receipt in the form in use for the new year, marking the same
“duplicate.” (Sec. 247)
In the event of a change in the rate of dues, any payment made
covering a period more than one year in advance of the effective date
of such change shall be adjusted in accordance with the new rate. The
member will have to pay more, if the dues have increased. Or, the
member could receive a refund, if the dues are lowered.
Receipts for dues must be read in detail, at the meeting at which
received, entered in the minutes in detail, and read at the succeeding
meeting from the minutes. A chapter may vote to read the total of only
the dues and assessments when reading the minutes of a meeting. All
other receipts must be read.
Duplicate Receipt (Sec. 247): Any member entitled, may request
a duplicate receipt. On the stub put “Duplicate receipt issued (date) for
receipt No. ____.”
The following are some examples:

• Receipt No. 1 50–year life member

001 001 January 1, 08
January 1, 08
Shirley Orth Shirley Orth, PM, Grand Secretary Emeritus

California Chapter No. 4, OES

50-year life member Located at San Francisco, California

December 31, 08

December 31, 08

29
• Receipt No. 2 Paid Life Member
002 002 January 1, 08
January 1, 08
Maryann Barrios Maryann Barrios, PM, Grand Secretary

California Chapter No. 4, OES

paid life member Located at San Francisco, California

December 31, 08

December 31, 08

• Receipt No. 3 $24.00 dues plus $5.00 assessment

003 003 January 1, 08
January 1, 08
Pam Sandstrom Pam Sandstrom, PM

California Chapter No. 4, OES

29.00 Located at San Francisco, California

December 31, 08

December 31, 08

• Receipt No. 4 $24.00 dues and is a Life Sponsor of the

Home, so no assessment paid
004 004 January 1, 08
January 1, 08
April Hannum April Hannum, PM, Associate Matron

California Chapter No. 4, OES

24.00 Located at San Francisco, California

December 31, 08

December 31, 08

30
 • Receipt No. 117 $12.00 dues on member joining the chapter
in July.
117 117 July 8, 08
July 8, 08
James Hannum James Hannum, PP, Associate Patron

California Chapter No. 4, OES

12.00 Located at San Francisco, California

December 31, 08

December 31, 08

• Receipt No. 120 Dues paid to September 2, 2002, which

is the date dues paid to when a Demit was
granted and the remainder of the year’s dues
refunded.
120 120 September 2, 08
September 5, 08
Russ Kleber Russ Kleber, PP

California Chapter No. 4, OES

23.00 Located at San Francisco, California

September 30, 08

September 2, 08

• Receipt No. 300 Duplicate dues receipt

Duplicate Receipt issued August 3, 2008
for receipt No. 004.
156 156 January 1, 08
January 1, 08
April Hannum April Hannum, PM, Associate Matron

California Chapter No. 4, OES

24.00 Located at San Francisco, California

December 31, 08

December 31, 08

31
DUES REMITTED
(Sec. 248)
A chapter must vote each year to remit the dues of members who
are unable to pay them. After an investigation by the Worthy Matron
and/or the Relief Committee, a motion is made to remit the dues of
a needy member. (The name should not be given in open Chapter.)
If the members vote to remit the dues, a dues receipt is made out for
this member. The date on the dues receipt is the date the motion was
made. The dues receipt is filled out for the amount of the dues and the
Home Assessment if not a Life Sponsor. On the stub it is noted, “Dues
remitted per motion (date).” On the member’s membership page it is
also noted. In the minutes of the meeting the motion to remit is stated,
but the member’s name is not read. In writing the minutes you put the
member’s name in parenthesis.
The following is an example:
• Receipt No. 24  Dues on a member whose dues were
remitted
024 024 January 19, 08
January 19, 08
Mary Smith Mary Smith

Dues remitted by California Chapter No. 4, OES

motion 1-15-2008 Located at San Francisco, California

December 31, 08

December 31, 08

DUTIES OF OFFICERS
(Sec. 158–162A)

EASTERN STAR HOME

dba Senior Living Community
(Sec. 450–469)
Direct requests for applications for admission to the Eastern Star
Home to the Outreach Department at the SLC (714) 577-9281 or Toll
Free (877) 567-2273.

32
 Admission Criteria: Per Sec. 458, one must be at least 65 years of
age; be an affiliated member of the Order for five years in this Grand
Jurisdiction and not less than three consecutive years with the chapter
through which the application is made. The member may require and
receive assistance in the areas of bathing, dressing, and medication
management upon admission. The member may use a walker, cane, or
wheelchair as long as they are independent in the use of the equipment.
Must be in good physical and mental health. The member’s respective
spouse is eligible for admission along with them whether a member of
the Order or not and regardless of age.

ELECTION OF OFFICERS
(Sec. 130–135; IB 87)
The Annual Election of Officers is to be held on the first stated
meeting in October. If the chapter will not meet in October and this is
because one or more of its possible meeting nights falls on a holiday, as
defined in its bylaws, then the election may be held on the last stated
meeting in September or first stated meeting in November. Notice to
the membership of this meeting is required (Sec. 146), but no Special
Dispensation is required. If it is held at a time other than above, a
Special Dispensation is needed and the members must be notified of
the change.
If a chapter meets twice a month and the first stated meeting date
falls on a holiday defined in the chapter’s bylaws or during Grand
Chapter, then the chapter will hold its election on the second stated
meeting date of October which is now the first stated meeting.
Procedure — Sec. 134; IB 87
Immediately following your annual election of officers you
will notify the Grand Secretary of the names, membership number,
addresses and phone numbers of the elected officers on the form
provided by Grand Chapter. This information is used to compile the
State Roster and must be received by the Grand Chapter office by
November 1st for your chapter to be included in the Roster. If you only
send in a list of the elected officers, keep a copy of this form to list the
appointive officers on the back and send to Grand Chapter as soon as
possible.

33
 No member shall hold two or more offices at the same time in any
one chapter, nor more than one elective office for more than 45 days
due to installation scheduling (Sec. 131). A plural or dual member may
hold an appointive office in one chapter and an appointive or elective
office in the other chapter.
Special Election of Officers: Within 60 days of a vacancy occur-
ring in an elective office, a Special Election to fill that vacancy must be
held. The Worthy Matron would also call a Special Election if a member
decides to fill a vacancy left from any prior election. All members must
be notified of a Special Election, at least 10 days prior to the election.
Neither the names of the members seeking election nor the offices to
be elected should be in the notice (Sec. 146).
A Special Election to fill a vacancy that occurs during the term must
be held even if the Worthy Matron has not been informed of a member
interested in running for the office. Members may submit nominations
anytime during the meeting at which the election is being held.
Offices to be filled should not be mentioned in the notice because
elections may be held for any office that becomes vacant prior to or
at the meeting. As nominations may be received anytime prior to the
election, members names are not mentioned since not all the names
may be known at the time of the notice
The Annual Election of Officers and any Special Election of Officers
must be held on a stated meeting.
After any election, the Grand Secretary must be notified of the
office, name, membership number, address, phone number of the
newly elected officer and the date installed. If a member has resigned
from an office, include the date of resignation.
See Notices
Resignation of office — see Sec. 142

EMBLEM, EASTERN STAR

Plain Star — Chapter use
Star with Pentagon — Grand Chapter use
Star with Pentagon and Circle — General Grand Chapter use

34
EMPLOYER IDENTIFICATION NUMBER
(E.I.N., F.I.N., or T.I.N.)
Every chapter is required to have a Federal Employer Identification
Number to be used on their bank accounts and when required to report
payroll taxes. Apply at the Internal Revenue Service office or online
at http://www.irs.gov on a Form SS–4, Application for Employer
Identification Number. The EIN will have 2 digits, a dash, followed by
7 digits (##–#######).
This number will show on your chapter’s Annual Report to Grand
Chapter. If a chapter consolidates, the number associated with the
Chapter Number that is being retained will be the EIN number for the
new chapter. These numbers are verified annually in a report to the IRS,
which is completed by Grand Chapter.

EMPLOYMENT DEVELOPMENT DEPARTMENT (E.D.D.)

This number is required by the State of California for all chapters
that pay salaries totaling more the $100.00 in any quarter. It may be
obtained from the Employment Development Department, P. O. Box
826880, Sacramento, CA 94280–0001 on form DE 1 NP.
This number will be printed on your Annual Report to Grand
Chapter.

ENDOWMENT
(Sec. 75)
The funds in the Endowment are either restricted or unrestricted.
The original amount (principal) that established the Endowment Fund
is restricted and may not be used for the operation of the Home. The
interest realized (gained) on the principal is unrestricted and may be
used for the operation of the Home.
Donations to the Endowment Fund must specify whether they are
restricted or unrestricted. A restricted donation is one in which only
the interest earned on the donation, not the principal of the donation,
may be used for the operation of the Home. An unrestricted donation
may be used directly for the operation of the Home. Only the donor
can restrict her/his donation; so, if no designation is made, the dona-
tion will be unrestricted.
See Endowment Committee
See Life Sponsorship

35
ENDOWMENT FUND COMMITTEE REPORTS
(Sec. 75)
Annual Report: You will receive, before June 30th, a form on
which to make the Annual Report to the Endowment Fund Committee
Chairman.
The committee will want to know the total number of Dues Paying
Members listed on your June 30th Annual Report to Grand Chapter.
They will also want to know the dollar amount of contributions, Life
Sponsor purchases, memorials, Star–Plus donations sent to the Grand
Chapter office during the period July 1st through June 30th. The money
must be in the Grand Chapter office by June 30th to be counted in the
current year.
If the amount equals $1.00 for each Dues Paying Member, your
chapter is entitled to 100% Honor Roll status, and the chapter will be
given a certificate or a gold star by the Endowment Fund Committee.
Star–Plus Program: The Endowment Fund Committee has
prepared certificates to be presented to any member, who is already
a Life Sponsor of the Eastern Star Home, who contributes $50.00 or
more to the Endowment Fund. The money must be sent to the Grand
Chapter office payable to Grand Chapter Endowment Fund and
marked Star–Plus donation.
On a form provided by the Endowment Fund Committee, you will
request Star–Plus Certificates from the Chairman of the Endowment
Fund Committee. She/he will want to know the name of the member
and the amount of the donation to the Star–Plus Program. These
members must already have become Life Sponsors of the Eastern Star
Home.

FEES
Consolidation Fee: (Sec. 293) Upon completion of a consolida-
tion of two or more chapters, each chapter shall pay a fee of $50.00 to
Grand Chapter.
Membership Fees: (Sec. 198; 199) In your chapter’s bylaws your
members have set the fee for initiation and affiliation. The initiation
fee shall not be less than $5.00. The affiliation fee shall not be less than
$2.50 and not more than one–half of the initiation fee. The members
vote on the fee for each reinstatement. (Sec. 250) These fees must
accompany the petitions.
36
 In addition to the membership fee, $15.00 for the Grand Chapter
Endowment Fund must be paid with every Petition for Initiation and
every Petition for Affiliation accompanied by a Demit or Certificate of
Good Standing from a chapter in a jurisdiction other than California.
$10.00 for the Grand Chapter Endowment Fund must be paid with
every Petition for Affiliation accompanied by a Demit or Certificate of
Good Standing from a chapter in this jurisdiction. A $5.00 fee for the
International Temple in Washington D.C. is collected from all initiates
and affiliates joining a chapter for the first time.
The membership fees are part of the income for the chapter, but the
fees for the Endowment Fund and the International Temple are sent to
Grand Chapter as part of the per capita. The office will calculate what is
due and it will be billed on the annual per capita bill. The fees accumu-
late in the chapter’s checking account until the per capita is paid.
Per Capita Fees: (Sec. 96) These fees are included in the dues
you collect from your members. The chapter must pay these fees on
their membership in good standing as of June 30th. The fees are for the
amount listed in Sec. 96, unless voted otherwise by the delegates at the
last session of Grand Chapter, with exception of the Insurance Fund fee,
which is set by the Finance Committee each year.
These per capita fees are paid to Grand Chapter based upon
membership at the time of the Annual Report. These should not be
paid until you receive the Per Capita Bill.
2008 Per capita:
Admission Fee: $0.50 for each member initiated or affiliated
The following are charged for each non–exempt (Sec. 98) member
of a chapter:
Dues: $ 4.00
Home Maintenance Fund: $ 1.00
Benevolent Fund: $ 0.45
Convention Fund: $ 0.25
Scholarship Fund: $ 0.10
Insurance Fund (this is the estimated
amount for 2009): $ 5.75
The following is charged for every member of the chapter.
General Grand Chapter Assessment: 1.00

37
 Registration Fee: (Sec. 99) All members attending any closed
session of the annual Grand Chapter Session shall pay a registration
fee, currently $15.00. You must return the Credential Request form
provided by the Grand Chapter office with the registration fee.
Special Dispensation Fees: (Sec. 100) Fees are required for
Special Dispensations. They are listed on the Request for a Special
Dispensation form.

FELONY CONVICTION
(Sec. 933)
If a member is convicted of a felony, there are certain procedures
to be followed. The Secretary will secure two certified copies of the
judgment. One copy is to be filed in the records of the chapter and the
other to be given to the Worthy Matron of the chapter.
If a member is a Grand Officer, a Worthy Matron, or a Worthy Patron,
then the Grand Secretary is to be notified and will handle the procedure.
The Worthy Matron shall notify the member (in writing by certi-
fied mail and return receipt requested, to the last known address) of the
filing of such a record of conviction and requiring the member, within
sixty days, to elect in writing to be tried on the charge of conduct unbe-
coming a member.
The written election shall be filed with the Secretary and a copy
shall be forwarded to the Worthy Matron. The Worthy Matron shall
commence the proceedings to bring the member to trial.
If no election is filed within the period of time provided, the
Worthy Matron shall, at the stated meeting following the lapse of time,
declare that the member is expelled from the Order. This is recorded in
the minutes, and the pertinent portion of the minutes, together with a
certified copy of the judgment and statement that proper notice was
given, is sent to the Grand Secretary.

FIESTA
Traditionally, the Secretaries and Treaurers sell tote bags at the
Fiesta and anything that would go inside one. Donations of items are
greatly appreciated, especially the plastic canvas tote bags.

38
FIFTY–YEAR PINS AND CERTIFICATES
(Sec. 194; IB 101)
The chapter shall pay for a 50–year pin and certificate when a record
of 50 years membership in the Order, in good standing, is established
by any member. The member must be a member in good standing in
the jurisdiction continuously for at least one year prior to receiving the
pin and the certificate.
A 50–year pin and certificate may be presented any time during
the calendar year in which the 50 years of membership is attained. A
50–year pin shall be worn only by a member who is so entitled and
cannot be presented posthumously.
A member receiving her/his 50-year pin at a Chapter meeting
should be escorted to the East, given Grand Honors, and (at the
discretion of the Worthy Matron) be asked to remain in the East for the
remainder of the meeting.
The Secretary shall request the pin and certificate on a form
provided by the Grand Chapter office, giving the member’s name and
membership number, at least one month before presentation.
If any part of the membership is in another jurisdiction, the
Secretary shall write to the Grand Secretary of that jurisdiction using a
Verification of Membership form, obtain the date of initiation/affiliation,
the date of the demit, and if the membership was continuous. When the
Verification of Membership (vom) is received, a copy of the verification
with the request for the 50–year pin is sent to the Grand Chapter office.
The names and addresses of the Grand Secretaries are listed in the State
Roster. This verification is a must in order to fill the request.
If a 50–year pin is lost, it can be replaced. The cost is on the Order
Form/Price List.
Fifty–year Life Membership certificates will be sent to the chapter
with the pin only if the date is filled in on the fifty–year pin request form
indicating when the Chapter voted for the Life Membership providing the
member has fifty years good standing in the Order under Genral Grand
Chapter, of which at least twenty-five years must of been in California, and
the last one year’s membership in the chapter giving the Life Membership.
The certificate is not to be presented to the member until they are eligible;
however, the Grand Chapter office will send the certificate to the chapter
anytime during the year in which the member will be eligible.

39
 If a member from out–of–state affiliates with your chapter, you
may write for the Verification of Membership any time and keep the
written verification with the member’s petition.
See plural members

FINANCE COMMITTEE OF GRAND CHAPTER

Investment requirements for subordinate chapters are listed in the
following Sections: 73, 95, 95A.

FORMS, BOOKS AND RECORDS

(Sec. 253)
Do not use forms dated earlier than the years appearing next to
their listing on the Order Form/Price List. Throw away forms not
having a date in the lower corner. Do not use old forms.
Most of the forms are available on the website. Others may be e–
mailed to you from the office. You may make copies of all forms, but
some are on a particular colored paper and that is very important to
this office. If you copy the various petitions provided by Grand Chapter,
please make the copies on heavy 24+ lb. archival paper.
Chapters shall use the following adopted by Grand Chapter:
Petitions for Initiation, Affiliation, and Reinstatement
Report on Petitions
Certificate of Restoration
Certificate of Good Standing
Visiting Certificate
Demit
Life Membership Certificate
Honorary Membership Certificate
Fifty-Year Certificate
Fifty-Year Life Membership Certificate
Rob Morris Award
Service Award
Receipts for dues
Bylaw Book
Register
Roll Call Book
Minute Book
Combined Loose Leaf Ledger, Cash Book and
Membership Record
Treasurer’s Cash Book
Treasurer’s Receipt Book
40
 Chapters may use the following forms provided by the Grand
Chapter office: Notices of Annual Elections, Notice of Dues, Notice of
Delinquent Dues, Notice of Election for Initiation, Notice of Election
for Affiliation, Notice of Suspension, and Notice of Rejection.
See Forms in the back of this book.

FOUNDATION
(Sec. 420–426)
The California Eastern Star Foundation, a non–profit corporation,
was established in 1996 to receive gifts, bequests, and contributions.
The following funds are the responsibility of the Foundation:

• Benevolent Fund (Sec. 82, 400–409)

• Cancer Research Fund (Sec. 91A)
• Disaster Fund (Sec. 410)
• Eastern Star Patient Comfort Program (Sec. 91)
• Eastern Star Training Awards for Religious Leadership
(ESTARL)
• Gerald P. Cashion Fund (Sec. 88A)
• Grand Chapter Heart Fund (Sec. 92)
• J. Clifford Lee Memorial Cancer Fund (Sec. 89A)
• Marguerite Rennie Memorial Fund (Sec. 89B)
• Medical Research Fund (Sec. 92A)
• Scholarship Fund (Sec. 88)
• Scholarship Endowment Fund (Sec. 87)
FRATERNAL VISITS
(Sec. 152, 243)
A chapter fraternal visit is not a meeting of the visiting chapter;
however, the officers may, on invitation, assume the stations.
The Fraternal Greetings form is available to send to the chapter of a
member who has visited your chapter informing them of the visit.

41
FUNERALS
(Sec. 157; IB 99, Ritual 153, 160a)
Every member in good standing is entitled to an Eastern Star
Funeral Ceremony at the time of their death. A chapter may, in the
discretion of the Worthy Matron, conduct the service for a member
who was not in good standing at the time of death, if the family requests
an Eastern Star service.
Any Funeral Ceremony shall be reported at the next stated meeting
and the fact thereof shall be entered in the minutes.
See Graveside Service — IB 99

GOLDEN CHAIN
(IB 69–71)
After the Worthy Patron gavels and the Worthy Matron begins to
leave the East, all officers begin to move toward the Labyrinth.
The Secretary leaves her station and joins the Marshal at her/his
station standing shoulder to shoulder on the left side. If the Secretary
leaves the station on the left side of the Marshal’s station, she/he moves
directly to the left side of the Marshal. If the Secretary leaves the station
and is to the right of the Marshal’s station, go in front of the Marshal
and move into place shoulder to shoulder on the left side.
The Treasurer leaves her/his station at the same time and advances
to the Labyrinth on the marching line.
Leaving the Labyrinth, the officers back toward the edge of the
Labyrinth normally three steps. If the Secretary will start on her left
foot and take the three steps (left, right, left), then take a large step
toward the south with her right foot and at the same time turning to
the west. Continue turning toward the east as you bring the right foot
around facing east. Hesitate as the Marshal does the same with smaller
steps. You should end shoulder to shoulder and march toward the east.
The Treasurer will start on the opposite foot (right, left, right) and
turn toward the west as the right foot comes around facing toward the
north. Complete the turn to face the east and march toward your station.
The two officers should mirror each other in returning to their
stations (See Opening).

42
GOOD STANDING
(Sec. 233–235)
Any member who has not demitted from all chapters, has not
resigned from the Order, is not suspended for non–payment of dues
or assessments, is not currently on suspension after a trial, and has not
been expelled from the Order is in good standing.
GRAND CHAPTER HEART FUND
(Sec. 92)
The purpose of the Grand Chapter Heart Fund is to provide a
yearly donation of all funds collected during that Grand Chapter year to
a heart related charity or organization designated by the Worthy Grand
Matron, with the approval of the Board of Trustees of the California
Eastern Star Foundation. The Heart Fund is under the California
Eastern Star Foundation on the Check Transmittal form.
GRAND CHAPTER SESSION
(Sec. 23, 99, 111, 148)
Grand Chapter will hold its annual session on the date and time
determined by Grand Chapter at a preceding annual session. It shall
continue for not more than three consecutive days, Sundays excepted.
Preference shall be given to weekend dates in October, not in conflict with
the Annual Communication of the Grand Lodge of Masons in California.
No chapter meetings will be held on the days designated for the
annual session of the Grand Chapter, nor on the day prior to the Formal
Opening, nor the day following the close.
Deadline for legislation and résumés for those running for elected
office and trustees is 120 days prior to the opening date of the next
annual session.
HEART FUND
see Grand Chapter Heart Fund
HONORARY MEMBERSHIP
(Sec. 183; IB 81)
Honorary Members do not sign your chapter’s bylaw book and
are not reported on the Annual Report. No dues receipt is given to an
Honorary Member as they do not pay dues.
Honorary Membership Certificates may be purchased from the
Grand Secretary.
43
INITIATION
(Sec. 197–203, 224, 225. IB 53, 61)
Petitions for Initiation maybe received only at a Stated Meeting
(Sec. 203). The petition must be accompanied with the proper fees
(Secs. 198 and 199). The initiation fee shall not be less than $5.00 and
is set in the chapter bylaws.
Each petitioner shall include a contribution of $15.00 for the
benefit of the Grand Chapter Endowment Fund and $5.00 for the
use and benefit of the International Eastern Star Headquarters in
Washington, DC. These contributions shall be paid by the chapter to
the Grand Chapter with the per capita each year (Sec. 199).
The initiation shall not, except for good cause, be more than sixty
days after the time of election. The Chapter may vote to extend this date.
The Secretary shall notify the applicant of the date and the appro-
priate dress for the occasion on the Notice of Election by Initiation.
This will show the amount of the pro–rated dues for the rest of the
year, the amount of annual dues and, if initiated before June 30th, the
amount of the assessment.
On the youth pages of the State Roster are listed contacts for the
International Order of Rainbow for Girls and Job’s Daughters if you
need to verify eligibility.
Courtesy Initiation (Sec. 230, 231, 232): A chapter may, by
majority vote at a stated meeting, request another California chapter to
confer degrees as a courtesy. A chapter may also request, through the
California Grand Secretary, a chapter in another jurisdiction to confer
the degrees.

INSTALLATION
(Sec. 136–139; IB 95)
Notice must be given if Installation is held on a special date or at
a special place (other than the regular chapter meeting date, time, and
place) as provided in Sec. 146 (Sec. 138).
Postponed — see Sec. 137

44
INSTRUCTION BOOK
(Sec. 254; 255)
The Instruction Book is prepared to assist Officers in performing
their duties and uniformity in performance of the Ritualistic ceremonies.
Each chapter has been given eight copies of the Instruction Book
for the use of the eight elected officers. After each session of Grand
Chapter, eight copies of the amendments to the Instruction Book are
sent to the chapter together with a bill for those amendments.
A chapter may purchase Instruction Books for the use of the
appointed officers. Such books must be returned to the Worthy Matron
at the expiration of their term of office.
Any member in good standing may purchase a copy of the
Instruction Book. The member making the purchase is required to
keep their copy of the Instruction Book current, which may require the
payment of a nominal fee for amendments or revisions.
The Instruction Book may be changed by an amendment brought
before the Grand Chapter membership and adopted by a two-thirds vote.

INSURANCE
All potential claims must be directed to our Insurance Carrier —
Thompkins Masonic Insurance Program, 1150 Marina Village Parkway,
Suite 101, Alameda, CA 94501-1080, (510) 814-4141, as soon as
possible, fax (510) 814-4144. There is a 90-day clause.
Copies of our policy are sent once a year to each chapter and
should be kept on file.
Any questions regarding the Insurance should be directed to
Thompkins and Company, not the Grand Chapter office.
If your chapter is having an event and insurance is required,
Thompkins & Company should be called to secure a rider for the event,
or a Request for Insurance Rider form may be used.
For those chapters paying a salary, each quarter a copy of the State
DE 6 and Federal 941 forms are to be sent into the office. This informa-
tion will be used for the amount of Workers’ Compensation insurance
that must be paid. (See Appendix B)

45
 Once each year the chapter is required to provide the Grand
Chapter office with a complete list of its property including the value
of the items listed. The paraphernalia required by the Ritual with its
replacement value will already be on the list when it is sent to you. If
you disagree with this value, it must be changed prior to returning this
report. (Sec. 169) The information is used by the insurance company
to determine the amount of coverage needed and thus the amount for
the per capita billing.

INTERNATIONAL EASTERN STAR HEADQUARTERS,

WASHINGTON, DC
(Sec. 199, 252)
General Grand Chapter’s headquarters is located in the
International Headquarters in Washington D.C. and each member is
required to pay $5.00 for each chapter she/he joins for its support.
For each initiate and affiliate for the first time in a chapter, $5.00
must accompany the membership fee with the petition, for the
International Headquarters. This money is sent to Grand Chapter as
part of the per capita. There are certificates to give your new members
for this $5.00 donation available from the Grand Chapter office.
If moneys are sent to the Grand Chapter office for the International
Headquarters during the year, we will consider them to be donations,
and not part of the fees that are collected on the initiates and affiliates.

INVESTIGATION ON PETITIONS
(Sec. 210–212; IB 21–22, Ritual 165)
The Report on Petition form is sent to three committee members,
one of whom must be a brother, by the Worthy Matron. Neither the
Worthy Matron, nor any member of the committee, may divulge to
the other members of the committee, or to anyone, the name of any
member of the committee. One member is appointed as Chairman and
will ask the questions on the petition.
There are also Instructions for Investigation Committees that may
be ordered from the office.
Petitions must be returned to the Secretary as they are permanent
records of the chapter. However, the Reports on the Petitions will not
be returned; they are destroyed by the Worthy Matron.

46
 Name of petitioner shall not be published in any chapter bulletin
or otherwise, prior to initiation or affiliation. (Sec. 212)

J. CLIFFORD LEE MEMORIAL CANCER FUND

(Sec. 89A; 89C; 90)
See Applications for Assistance.

JEWELS
(Red Book, Ritual 18, Sec. 176)
Officer Jewels: Each officer wears a badge of the office held. The
badge is a jewel to be suspended by a ribbon or a cord of the five star
point colors. The Star Points may be a solid cord or ribbon in the color
of the particular office.
Past Matron and Past Patron Jewels: A chapter may appropriate
from its funds an amount not greater than 10% of all money received by
the Secretary for the general fund of the chapter during the preceding
fiscal year, for the purchase of past officers’ jewels for the retiring
Worthy Matron and retiring Worthy Patron.

LABEL ORDER FORM

A chapter may order address labels to use for receptions, official
visits, anniversary celebrations, etc. from the Grand Chapter office.
The charge is the same for ordering one category or all of the various
categories listed on the order form. The order form must be signed and
submitted with payment for the order.

LANDMARKS
(Ritual 162)

LEDGER PAGES
(Sec. 253)
Each chapter should have a loose leaf ledger in which are kept:
White Membership Page: There should be a white membership
page for each member of your chapter. On the front is the name, current
address and phone number, membership number and a record of the
fees paid to the chapter. Across the top is a record of what each year’s
dues and Home Assessments were.
The Secretary shall note the date, amount received, dues paid to
what date and the receipt number each time the member pays their dues.
47
 On the back of the membership page is a record of all former
addresses, the membership history taken from the petition at the time
they joined your chapter and the offices and the years the member
served.
The following must be noted on each member:
• Dates of initiation, affiliation, out–of–state affiliation
• Suspension date, reinstatement date
• Date of Demit
• Life Sponsorship purchase, Star Plus dates
• Rob Morris, Service Awards received
• 25–50–75 year certificates and pins earned

When the membership is terminated, the white membership

page should be filed in an inactive membership file. It should never be
destroyed and is part of the chapter’s permanent file.
Blue Membership Summary Page: Any change in membership
should be noted on the blue membership record page. The member’s
full name should be used with the membership number. This informa-
tion is used to complete the Monthly Reports, your Secretary’s annual
report to your chapter and the Deputy Grand Matron’s report at her
Official Visit to your chapter. It is a good idea to keep a running count of
the number of members in your chapter on the inside margin. One line
should be used for each name. A line should be drawn across the page
at Installation, Deputy Grand Matron’s Official Visit and the June 30th
Annual Report to Grand Chapter. These pages should be filed with the
Annual Reports and are part of your chapter’s permanent file.
Yellow (Tan) Cash Pages: The receipts and disbursements for each
meeting and each check written should be entered on the yellow cash
pages or financial computer ledger. There should be a heading for each
item required on the Chapter Annual Financial Report. Extra pages
may be used to give you a sufficient number of columns. Sub–totals
should be kept on each column so you may inform the Worthy Matron
how much has been spent or received in each category. These yellow
cash pages are to be made available for the Audit Committee and must
be kept for seven years. A cash management program or spreadsheet on
the computer, may be used instead of the Yellow Cash Pages.

48
LEGISLATION
(Sec. 113–115)
All proposed amendments to the Constitution and Laws and the
Instruction Book shall be presented by written resolution filed in the
Grand Chapter office, not less than 120 days prior to the opening date
of the next annual session.

LIFE MEMBERSHIPS
(Sec. 193)
There are two kinds of Life Memberships:
For 50 years of membership in California: (Sec. l93) A Chapter
may vote to confer a Life Membership in such chapter on a member
who has achieved 50-years good standing in any chapter within the
jurisdiction of General Grand Chapter or of the General Grand
Chapter itself, and who has been a member in good standing in the
State of California for no less than 25 years, provided that the last one
year was in the Chapter conferring the life membership.
This member is exempt from paying dues and the Home
Assessment and is listed on the computer list with the Annual Report
to Grand Chapter with the letter “F.” The number of members you have
that have been awarded Life Memberships due to 50 years of member-
ship in California, are deducted from your membership count on the
Per Capita Bill and your chapter does not pay dues and fees and Home
Assessment on them to Grand Chapter. However, if the member’s
50–year anniversary is after June 30th, per capita is still charged on that
member. Therefore dues would be pro rated to the date of the anniver-
sary. An “F” would not appear on the computer list until the next year
for this member.
The 50-year life membership certificate is a gold-colored certificate.
This certificate would be given to the member on her/his anniversary
even though the pin and 50-year certificate may be given any time
during the calendar year of the year she/he is eligible.
A list of these members in your chapter holding 50-year Life
Memberships should be kept.

50-year Ceremony — see IB 101

49
 Paid Life Memberships: (Sec. 126 (1); 181; 193) If your chap-
ter’s bylaws provide, any member of the chapter may purchase a Paid
Life Membership in your chapter. These funds are kept in a separate
bank account and the interest received by the chapter on the Life
Membership Fund shall become a part of the general funds of the
chapter at the close of the subordinate chapter year or on a monthly
basis. A Paid Life Member must still pay all assessments by Grand
Chapter. Certificates for Paid Life Memberships may be purchased
from the Grand Chapter office.
A member may pay installments when purchasing Paid Life
Memberships, but will pay annual dues until the installment contract
has been met.
Transfer of Paid Life Memberships: The ability to transfer Paid
Life Membership was eliminated in 2006. It was previously governed by
Sec. 181, the portion of which dealing with transfers has been deleted,
and Sec. 193A, which has been deleted in its entirety.
Termination of Life Membership: (Sec. 181) When the member-
ship of a life member is terminated, the chapter may, by a two–thirds
majority vote after special notice, transfer any portion of the principal
to the general fund of the chapter. This includes any remaining balances
from a member who transferred their life membership.
Consolidations and Life Memberships: (Sec. 311) If a consoli-
dated chapter does not provide for Life Membership in its bylaws when
one of the consolidating chapters did, then the life members of that
chapter remain life members of the consolidated chapter.

LIFE SPONSORSHIP OF THE EASTERN STAR HOME

(Sec. 98, 466, 466A, 466B)
The payment of $50.00 will purchase a Life Sponsorship in the
Eastern Star Home and exempts the member from the payment of
any assessments levied by Grand Chapter for the maintenance of the
Eastern Star Home. Send the money together with the name of the
member and their membership number on the green Life Sponsorship
Order Form provided by Grand Chapter, to the Grand Chapter office.
Upon receipt, a green Life Sponsorship certificate will be sent back to
you to be presented to the member.

50
 You should mark the member’s membership page and keep a list
of current members who have Life Sponsorships. On the computer list
with the Annual Report to Grand Chapter the members having Life
Sponsorships are noted with the year that the member was first exempt
from the Home Assessment. These members are deducted from the
number of members on whom the Home Assessment is charged.
On your Monthly Report to Grand Chapter you list the member’s
name and membership number for those Life Sponsorships purchased
and that you have sent money to Grand Chapter since your last Monthly
Report.
A plural member is exempt from the Home Assessment in both
chapters when she/he purchase a Life Sponsorship from the Grand
Chapter. The Secretary must inform the Secretary of the other chapter
when a Plural Member purchases a Life Sponsorship.

LOSS OF MASONIC STANDING

(Sec. 187, 240–242)
A brother loses his good standing in the Order of the Eastern Star
upon losing his good standing as a Master Mason. However, the good
standing of a sister is not affected by any loss of Masonic eligibility
requirements.
If a Mason loses his Masonic standing prior to signing the bylaws
of a chapter, the petition and his election to membership are nullified
(Sec. 187).
After suspending a Brother for loss of Masonic standing, the form
“Notice of Suspension for loss of Masonic Standing” should be sent to him.

MAILINGS
The Grand Chapter office will normally post communications on
the website <http://www.oescal.org> by the 20th of each month. If you
do not see the information, please contact the Grand Chapter office
for help. The appropriate information is to be read at the chapter’s
following month’s meeting.
Chapter-specific information will still be sent via US mail.
To include items in a mailing, they must be received in the Grand
Chapter office and approved by the Worthy Grand Matron no later
than the 10th of the month.

51
MARGUERITE RENNIE MEMORIAL CANCER FUND
(Sec. 75A)
See Applications for Assistance

MASONIC AFFILIATION
(Sec. 210, 228)
The brother on the Committee of Investigation must examine the
evidence of Masonic affiliation. This may be a certificate or letter under
the seal of the lodge, dated within three months prior thereto, or a
current receipt for Masonic dues. If the Masonic affiliation is deceased,
a certificate or letter of the affiliation and good standing of the Mason
at the time of his death, under the seal of the lodge, must be furnished.

MEETINGS
(Sec. 144–156, 258, 259; IB 7, Ritual 164)
There are two types of meetings: Stated (Sec. 144) and Special
(Sec. 145). Stated meetings are provided for in your chapter bylaws. A
Special Meeting is called by the Worthy Matron for a specific purpose.
All meetings, special and stated, must be opened and closed in
ritualistic form (Red Book, Instructions 8).
All stated and special meetings as well as those called for open
installation of officers must be recorded in the minutes of the chapter.
All matters affecting the right to membership must be transacted at
a stated meeting of a chapter.
Anteroom Meetings: (Sec. 150; IB 7–8)
An anteroom meeting is a stated meeting. Only four anteroom
meetings may be held in any one year and are considered short form.
The receiving of petitions and all other routine business may be
conducted.
Short Form Meetings: (IB 7)
Chapters may not open in short form more than 50% of the meet-
ings during the year. This includes Anteroom Meetings.
All regular business may be transacted.

52
Special Meetings: (Sec. 145, 146)
No business shall be transacted except that specified in the notice
to the membership that a Special Meeting has been called. The chapter
is opened in regular form, minutes are not read and no other business
transacted. The Worthy Matron shall proceed immediately to the busi-
ness for which the meeting was called. The meeting must be closed in
Ritualistic form.
Stated Meetings: (Sec. 144)
Stated Meetings are those provided by the bylaws of the chapter.
You cannot do away with or change a Stated Meeting, except by
amending the chapter’s bylaws.
Age Limit — Sec. 258
Conduct — Sec. 259
Failure to meet — Sec. 156
Meetings to be Held — Sec. 148
Meeting Place — Sec. 149
Notice — Sec. 144
Permanent Change — Sec. 154, 155
Quorum — Sec. 147
Temporary Change — Sec. 153

MEMBER RELOCATION
(Sec. 162 (5))
When a member moves outside of the chapter’s area, you shall
contact a chapter close to where the member is relocated or send
directly to the Grand Secretary in the other jurisdiction notifica-
tion of the member’s relocation. The contact information for other
Grand Secretaries and chapters are in the Grand Chapter Roster. The
Notification of Member Relocation form may be used for this purpose.

MEMBERSHIP
Sec. 190 — Adoption
Sec. 210, 228 — Evidence
Sec. 188 — Expelled
Sec. 8 — Grand Chapter
Sec. 187, 210, 228, 240–242 — Loss of Masonic Affiliation
Sec. 191, 192 — Plural and Dual
Sec. 184–186 — Qualifications
Sec. 183, 184 — Regular and Honorary

53
MEMBERSHIP FEES
See Affiliation
See Consolidation
See Credentials
See Initiation
See Per capita

MEMBERSHIP PAGES
See Ledger Pages

MEMBERSHIP QUALIFICATIONS
(Sec. 184–186, Ritual 161)
MEMORIAL CANCER DRESSINGS FUND
(Sec. 91)
See Applications for Assistance.

MEMORIALS
(IB 25)
When you receive In Memoriam cards from Grand Chapter you
should inform your Worthy Matron and they should be read at the next
stated meeting. Under Circle of Concern, your Worthy Matron should
say, “In Memoriam” the members will rise and the Secretary will read
the In Memoriam card from Grand Chapter in its entirety. The Worthy
Matron will take care of the memorials for your chapter members.
Members may contribute to any of our Eastern Star charities as a
memorial contribution. Acknowledgment cards are available from the
Grand Chapter office, at no cost, to send to the donor and to the family
of the deceased. The Secretary shall acknowledge all memorials before
the money is sent to Grand Chapter.
Donations of $250.00 or more from a member should be by a
personal check from the member made payable to either the California
Eastern Foundation, the Grand Chapter Endowment Fund, or the
Grand Chapter of California, as appropriate, and earmarked for the
specific fund. These may be sent to the Grand Chapter either by the
Secretary or the member, and will be acknowledged by Grand Chapter.
See Acknowledgments

54
MINUTES OF THE MEETINGS
(Sec. 162, 172, IB 23, 51)
Secretary should stand when reading the minutes (See Standing).
Minutes shall be written out in full in a minute book supplied by
the Grand Chapter office. If typewritten, they must be securely and
permanently pasted therein before reading to the Chapter for approval.
A minute book is available from Grand Chapter with pages that
are removable to use with a typewriter or a computer. The pages are
then permanently bound in the binder. All pages are pre–numbered
and must be accounted for. All numbered pages should be in the bound
book even if they are not used or contain errors.
Should any corrections be ordered, the Secretary shall make them
immediately. Except for corrections made at the time of approval, the
minutes shall never be changed. Corrections of the minutes shall be
made in the minute book as they are called to the attention of the
Secretary, and before the minutes are given to the Worthy Matron for
her signature.
A chapter may vote prior to the reading of the minutes, to read
only the total of the dues and home assessments only for that previous
meeting. All other receipts are read. (Sec. 162, 172, IB 23, 51)
The person who actually takes the minutes, whether Secretary or
Secretary pro–tem, shall record them in the minute book and sign them.
Copies of the minutes cannot be made without a vote of the
chapter, as the minutes are property of the chapter. Minute books are
kept forever and are part of the chapter’s permanent file.
Minutes must be taken at receptions, installations and special
meetings. Each Secretary should take their own minutes at the Official
Visit of the Worthy Grand Matron and Worthy Grand Patron.
Use full names and do not use nicknames. Try not to use abbrevia-
tions that someone else would not understand. Remember the minutes
you are writing will become the history of the chapter.

55
 Minutes are to contain a summary of the actions of the chapter, not
discussion, nor what was worn. The exact wording of motions brought
before the Chapter must be included in the minutes. Summaries of
communications and remarks may be included if of interest for the
future of the chapter. Written reports are to be included in the minute
book.
See Sample Minutes — Appendix A

MONTHLY REPORTS
See Reports to Grand Chapter

NON–AFFILIATED MEMBER
(Sec. 238)
A member becomes a non–affiliated member on the issuance of
a Demit and remains in good standing for a period of six months. A
member from another jurisdiction is in good standing for a year. After
such period of time, non–affiliates are not entitled to any of the rights,
privileges or charities of the Order. Non–affiliates, who have paid six–
months dues to a chapter in the process of affiliation, may visit other
chapters for six months from the endorsement.
See Demits

NOTICES
(Sec. 144, 146, 261, 262)
Special notices to your membership, pursuant to Section 146,
may now be made by e-mail, if requested by the member and an email
address has been provided by the member for that purpose.
Notice of Annual Election
Notice of Delinquent Dues
Notice of Dues
Notice of Election for Affiliation
Notice of Election for Initiation
Notice of Member Relocation
Notice of Rejection
Notice of Special Election
Notice of Special Meetings (Sec. 144–146)
Notice of Suspension of a suspended dual member
Notice of Suspension for non-payment of dues or assessments
Notice of Suspension for loss of Masonic standing
Notification of Discontinuance of Multiple Membership
Notification of Plural/Dual Membership
Notification of Restoration of Dual Member
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 Notification of Suspension of Dual Member
Reminder of Dues
See Appendix H

NOTIFICATIONS
See Notices
See Appendix H

OBJECTION TO PETITION
(Sec. 213–217)
Objections to petitions may be made at any time from before the
petition is read until the ceremony for initiation or affiliation. See the
various sections of the Constitution and Laws to determine the proce-
dure when the petition is objected to.

OFFICERS
(Sec. 129, 131, UCB Article III Secs. 2 & 3, Ritual 164))
Duties — Sec. 158–162A, 164, UCB Article IV Sec. 5, IB 11–21,
see Good Standing
see Non-affiliated member
Past Officers — Sec. 143
Titles — Sec. 143

OFFICER LISTS
(Sec. 162 (12))
Following Election of officers, on the form provided by Grand
Chapter, the officer list needs to be sent to Grand Chapter no later than
November 1st for your chapter to be included in the State Roster.
During the year, any change in officers shall be reported on the
Officer Change Form (Sec. 162 (11)).

OFFICIAL VISIT: WORTHY GRAND MATRON/PATRON

(Sec. 151, IB 89)
Notice must be given to your chapter members as provided for in
Sec. 146. If the Official Visit is the night of a stated meeting, business
can be conducted at the Official Visit.

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 Expenses: When the Official Visit of the Worthy Grand Matron
includes more than one chapter, all expenses for the Official Visit,
including the rent, rehearsal and clean–up, should be paid by the host
chapter. Bills should be submitted and audited by that chapter’s Audit
Committee and included with the chapter’s bills. The total expenses
should be pro–rated by the Secretary on a membership total basis. An
itemized list of expenses should be sent to each chapter in the district. This
list would serve as a bill to the other chapters in the district and should be
audited and ordered paid at the next stated meeting of the chapter.
Minutes: Each Secretary should take their own minutes of the
Worthy Grand Matron’s Official Visit as they would note which officers
were present and be more detailed with their chapter’s portion of the
Official Visit.

ONE–HUNDRED YEAR BIRTHDAY CERTIFICATES

The Grand Chapter office will provide certificates for members
celebrating their 100th Birthday signed by the Worthy Grand Matron
and Worthy Grand Patron. Request the certificates through the office.

OPENING
(IB 27, Ritual 23)
The Opening of a chapter meeting is part of our Ritual and may not
be copied.
When the Secretary and the Treasurer are assuming their stations,
they should do the same floorwork. If the Secretary cannot reach her
station easily, she/he stands on the floor of the chapter room beside
the Marshal. After the gavel sounds, then proceed to the station even if
that means walking in front of the Marshal. The Treasurer would do the
same thing if the station was not by the Chaplain. She/he would stay on
the floor of the chapter room beside the Chaplain until the gavel sounds
and then move to the station. The two officers should mirror each other.

ORDER FORM/PRICE LIST

See Supplies

OUTREACH
(Sec. 459A)
Outreach Services may be reached at (877) 637-8274 in California
(Toll Free) or email: outreach@easternstarhomes.org.

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 The Board of Trustees of the Eastern Star Home may grant Outreach
Services only to affiliated members of the Order. The assistance is provided
to members who are not residents of the Senior Living Community.

PAMPHLETS
See Books and Pamphlets

PAST MATRON/PAST PATRON JEWELS

See Jewels

PER CAPITA
(Sec. 6 (2), 96)
Chapters must pay the per capita dues voted by the delegates at
Grand Chapter Session. Members must pay any assessments by Grand
Chapter. These are paid through the chapter along with the members’
dues, and if a member does not pay the assessment the chapter must
pay the charge. The moneys are sent to Grand Chapter after the per
capita bill is sent to your chapter.
For 2009 dues payable by subordinate chapters are:
• Initiation/Affiliation Fee for each new initiate
and affiliate $ 0.50
• Endowment Fund —
on each Initiate and Out-of-State Affiliate $ 15.00
on each In-State Affiliate $ 10.00
• International Headquarters — on each Initiate and
first time Affiliate $ 5.00
The following are payable for each non–exempt member:
• Dues for every member in good standing $ 4.00
• Home Maintenance Fund $ 1.00
• Benevolent Fund $ 0.45
• Convention Fund $ 0.25
• Scholarship Fund $ 0.10
• Insurance Fund — this is the estimated amount
for 2009, it may increase for 2010 $ 5.75
The following are payable for every member:
• General Grand Chapter $ 1.00

Exemptions — Sec. 98
Penalties — Sec. 97

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PERMANENT AND OTHER RECORDS
(Sec. 162, IB 14–15)
The following are permanent records of the chapter and should
never be destroyed:
Minute Books, Petitions and papers attached thereto (e.g. Requests
for Demits, Certificates of Good Standing, Demits, Verifications
of Membership), Bylaw Books, which should include notations of
membership activity, White Membership Pages, and Annual Reports.
The following should be kept for seven years: (Sec. 162A(2))
Audited bills, Bank statements and cancelled checks, Stubs of
check book, dues receipts and Treasurer’s receipts, Registers, Roll Call
Books, Yellow Cash Pages, Treasurer’s Cash Books, State and Federal
Payroll Tax forms and Proceedings of the Grand Chapter Sessions.
If the Chapter, the Worthy Matron, or any Committee of the
chapter request any books, records, or other property of the chapter,
the Secretary or Treasurer shall produce them and give assistance in
any matters relating to the affairs of the chapter (Sec. l65).
The Secretary and Treasurer are responsible for the books and
their contents that are placed in their charge. They should not leave the
possession of the Secretary or Treasurer except when turned over to
their successors.
At the Official Visit of the Deputy Grand Matron, she is verifying
that the record keeping is being done by the Secretary and the Treasurer
and not auditing your books (IB 13). If you would prefer not to bring
all the necessary records to the chapter, you could invite the Deputy
Grand Matron to meet at your home to examine your records.

PETITIONS FOR MEMBERSHIP

(Sec. 197–204, IB 53, Ritual 165)
Petitions for membership, by initiation, affiliation, or reinstatement
can only be received at a stated meeting, including anteroom meetings.
You state if the petition is for initiation or affiliation or reinstatement,
then read the name, residence, Masonic relationship, Lodge member-
ship (Do not say F. & A. M. Use “Free and Accepted Masons”) and
names of recommenders, except on reinstatement. On petitions for
affiliation also read the name, number and location of former chapter.

60
 All fees must accompany the petitions. Do not collect dues and
Home assessment until they are a member of your chapter and have
signed the bylaws of the chapter.
With a petition for affiliation you must have a Certificate of Good
Standing, a Certificate of Restoration, or a Demit. If the Demit is more
than six months old, you must collect six–months dues.
With a petition for plural/dual membership you must have a
Certificate of Good Standing, issued within six months of the date
presented.
Once you have read the petition, give it to your Worthy Matron.
Supply your Worthy Matron with Investigation Committee reports.
Be certain she gives you the petition back after the member is balloted
upon. Petitions are kept forever and are part of your chapter’s perma-
nent file.
Send Notice of Election by Initiation, Affiliation or a Notice of
Rejection to the petitioner.
See Affiliation
See Initiation
See Membership
See Objections
See Reinstatement

PLANNED GIVING
The Planned Giving Director has an office at the Senior Living
Community and may be reached by calling their number.

PLURAL MEMBERSHIP
(Sec. 191; 239, 249)
Any member in good standing may apply for membership in
another chapter in California by presenting a Petition for Affiliation
with a Certificate of Good Standing and the payment of the Affiliation
Fee. It is handled like any other affiliation petition. Once elected to
membership the Secretary of the second chapter must, within 30 days,
inform the Secretary of the other chapter of this Plural Membership.
A Plural Member must pay dues and assessments in both chapters.
A member who has purchased a Life Sponsorship is exempt from
paying the Home Assessment in both chapters.

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 Fifty–year life membership must be voted by each chapter in order
for a member to be exempt from dues in that chapter. So, it is possible
that a fifty–year member might pay dues in one chapter and not in the
other.
If a Plural Member is suspended in one chapter for non–payment
of dues, she/he is not automatically suspended in the other chapter.
If a Plural Member resigns from the Order, she/he is automatically
resigned from the other chapter (Sec. 239).
If a Plural Member demits from one chapter, she/he is issued a
Certificate of Discontinuance of Multiple Membership (Sec. 236). A
Notification of Discontinuance of Multiple Membership is sent to the
other Secretary.
A Plural Member may not obtain Credentials through both chap-
ters to attend Grand Chapter. A member has only one vote in Grand
Chapter. In order to register at Grand Chapter Session, a Plural Member
must show the dues card of the chapter from which they received the
credentials.
A member may only belong to two chapters anywhere in
the world.

PRICE LIST OF SUPPLIES

See Order Form/Price List

PROCEEDINGS
(Sec. 111, Rule 16)
No later than April 1st of the year following the close of the
annual session of Grand Chapter, you should receive one copy of the
Proceedings at no cost, to be held as property of the chapter and for the
use of its members. The Grand Chapter office will mail this free copy
in the form of a computer disk (cd); hard copies can be purchased at
the then current cost. These proceedings are to be kept for seven years.
Any members may purchase copies of the proceedings either in
book form or on computer disk (cd). You will be informed each year
as to the cost.

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PROFICIENCY CERTIFICATES (CARD)
(Sec. 159 (8))
On instructions from the Worthy Patron, you will issue Proficiency
Certificates, to which you affixed the Seal, to each member who has
completed the examination satisfactorily. It should also be noted on the
member’s membership page.
At the Grand Officers’ and Deputy Grand Matrons’ Schools each
year, the Worthy Grand Patron verifies that each Grand Officer and
Deputy Grand Matron is proficient in the secret work. The Deputy
Grand Matron then verifies that each Worthy Patron in her district
is proficient. Each Worthy Patron can verify the proficiency of the
members of his chapter.
Proficiency Certificates are available at no charge from the Grand
Chapter office.

PROHIBITIONS
(Sec. 260)
This section of the Constitution and Laws lists rules regarding
the Secret Work, using property of Grand Chapter, and on alcoholic
beverages.

PROPERTY
(Sec. 169, 253, 254, 256)
A current inventory of all property owned by the chapter is to be
maintained and submitted to the chapter by the Property Committee
at the first stated meeting following December 1st .
Once a year, a form will be sent to the Secretary from the Grand
Chapter office that is to be completed listing all property and its value
that is owned by the chapter. A copy of the inventory may be attached
to this form; however, if the value of the property is not included in the
report, it will not be covered under the Grand Chapter insurance policy.
This information is provided to the insurance company and our
coverage is based on the information.

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PRORATED DUES
(Sec. 246)
For a new member, the dues shall begin with the first day of the
month nearest to the date of the signing of the bylaws and shall be
prorated for the remainder of the year.

PROTOCOL
The courtesy extended to dignitaries.
See IB 35 for order of protocol

QUORUM
(Sec. 147, IB 7, Ritual 164)
No meeting may be opened or held without the presence of the
charter, or a certified copy of the charter, and a quorum. A quorum is
seven members, including one of the first four officers. At all meetings
which there is balloting upon candidates, a brother who is a member of
the chapter must be acting as Worthy Patron.
Lack of a quorum — Sec. 148, 156

RECEIPTS
(Sec. 162 (2); 172, IB 25)
Secretary should stand when reading the Receipts. (See Standing)
All receipts must be itemized and read at the meeting they are
received. They are listed in the minutes of the meeting and read at the
next meeting. Totals only may not be given. If a Chapter so votes, only
the total of the dues and Home Assessments may be read in the minutes
of the previous meeting. All other receipts, including interest, must be
itemized and read in the minutes.
On the Yellow Cash page, or computer ledger, post the receipts of
the meeting. It should agree with the receipt given you by the Treasurer
from the Treasurer’s Receipt Book.
The Treasurer lists the total of the money received from the
Secretary in the Treasurer’s Cash Book.

RED BOOK
The Red Book is General Grand Chapter’s Laws, Rules and
Regulations. Any member may purchase a copy through Grand Chapter.

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 The Red Book is divided into four parts:
• Constitution — government of Grand Chapters and
Subordinate Chapters under General Grand Chapter
• Bylaws — government of Grand Chapters and Subordinate
Chapters under General Grand Chapter
• Rules & Regulations — government of Subordinate Chapters
under General Grand Chapter
• Instruction — for use of Grand Chapters and Subordinate
Chapters under General Grand Chapter
REINSTATEMENT
(Sec. 242, 250)
Before 6 months: Pays dues owing and Worthy Matron declares
reinstated.
After 6 months: When a member, who has been suspended from
a chapter for non–payment of dues, wishes to again become a member
of the Order, they must first write to the chapter that suspended them
and ask to be reinstated.
The Secretary reads the letter at the next stated meeting, and the
members vote on the amount of the reinstatement fee. Some chapters
ask for the amount owing when the member was suspended. Some ask
for the amount of per capita and assessments they had to pay before
suspending the member and some ask for one year’s back dues. If you
ask too much you will lose the member forever.
The Secretary then writes a letter to the former member, states the
amount of money needed, and includes a petition for reinstatement.
If the amount meets with the approval of the member seeking to be
reinstated, she/he will fill out the petition and return it to the Secretary
with a check in the amount of money asked for.
At the next stated meeting, the Secretary reads the petition for
reinstatement. The chapter accepts the petition, and the Worthy
Matron appoints a committee of investigation. If the petitioner lives
elsewhere in California, the Worthy Matron would ask the nearest
chapter to conduct the courtesy investigation. If the petitioner lives out
of the state, the Worthy Matron would ask the Grand Secretary to ask
the Worthy Grand Matron of that state to ask a chapter to conduct a
courtesy investigation.

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 After the investigation is completed, the members ballot upon the
petition for reinstatement at the next stated meeting. If the ballot is clear,
the member is reinstated into the chapter. When the member pays the
current dues and assessments, the Secretary shall issue a dues receipt.
If the petition is rejected, the Secretary shall issue a Certificate of
Restoration. The chapter retains the fees for reinstatement.
The reinstated member then begins to pay dues and assessment in
the chapter, for which they will receive a dues receipt. If the reason for
reinstatement was to join another chapter, the member may now ask
for a Demit.

REJECTION OF A PETITION
(Sec. 222; 223)
All rejections of petitions shall be entered in the minutes of the
meeting. Notice to the petitioner of the rejection shall not be given
until after the next stated meeting.
The chapter may vote to ask for a Special Dispensation to re–ballot
upon the petition only at the stated meeting at which the petition is
rejected or at the next succeeding stated meeting. The vote for this
Special Dispensation must be by use of the ballot box (Sec. 206 (2)).
Notice of Rejection is then sent to the petitioner with all moneys
and papers that were submitted with the petition. The petition is not
returned to the petitioner.
If the petition is withdrawn before it is read in Chapter, it is
returned to the petitioner (Sec. 213).
If a petition for initiation is rejected, a new petition may be
submitted two months after the rejection. If a petition for affiliation
is rejected, a new petition may be submitted at any meeting after the
petition was rejected.
If a Petition for Affiliation, for which the petitioner paid six–
months dues, is rejected, the Secretary shall return the endorsed Demit
along with the fees for affiliation. However, the chapter shall retain the
six–months dues, payment of which was endorsed on the Demit. This
payment does not place the petitioner in good standing, but allows the
petitioner to visit chapters and petition for affiliation for a period of six
months without further payment of such dues.

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 The rejection of a petition for affiliation does not affect the standing
in the other chapter.

RELIEF COMMITTEE
(Sec. 170, 402)
The Relief Committee is made up of the top four officers of the
chapter. Their duty is to see that fraternal assistance is given to the
needy, distressed, and ill members of the chapter.
The amount the Relief Committee may give without a vote of the
chapter is in the chapter’s bylaws.

RELOCATION OF A MEMBER
When one of your members moves out of the area of your chapter,
you shall contact a chapter in the new location informing them of
your member and asking them to visit and invite her/him to a chapter
meeting. If the member moves into a new jurisdiction, you may send
the information to that jurisdiction’s Grand Secretary.
There is a form available entitled Notification of Member
Relocation, which may be used for this purpose.

REMITTANCE ENVELOPES
At Grand Chapter Session you may pick-up envelopes to send to all
of your members in the first mailing of the year from the chapter. There
is no cost for these envelopes and you are encouraged to use them. The
Secretary may ask any member of the chapter to pick-up the envelopes.
If you do not plan to use the envelopes, please tell the Grand Chapter
office no later June 30th of each year.

REPORTS ON PETITIONS
(Sec. 210–212, IB 21–22)
See Investigation on Petitions

REPORTS TO CHAPTER
(Sec. 182, 251, UCB Article III Sec. 4)
The end of the chapter’s fiscal year is September 30th, after which
the books of the Secretary and Treasurer shall be closed and audited. At
the first stated meeting after December 1st , after the annual audit of the
chapter’s books, the Secretary and Treasurer shall make their reports to
the Chapter.

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 The Secretary’s report should include the membership count at
the beginning of the year, the number of members gained and lost and
the membership count at the end of the chapter’s year, the number
of dues remitted (not the names), and the number who purchased
Life Sponsorships in the Eastern Star Home. If your Bylaws provide
for Paid Life Memberships, the Secretary’s Report must include how
many were purchased and the total number the chapter has. List all
insurance policies, the amount of coverage and expiration dates; list all
bonds, Certificates of Deposit, or other securities that are the property
of the chapter, giving purchase price, rate and date of interest and date
of maturity. If the Audit Committee does not give the actual figures
of income/expenditures against the budget, this should be included in
the Secretary’s annual report.
The Treasurer’s Report shall include the balances in the chapter
accounts in the beginning of the prior chapter year, the total of the
receipts and expenses for each account, and the balances in the accounts
for the chapter year that just ended.
One of the reports should include a breakdown by category of the
receipts and expenses during the year.
The chapter committees and trustees, if any, will also make their
annual reports at the first stated meeting after installation.
All reports shall be filed in writing with the Secretary when the
report is made, and a copy included in the minute book.

REPORTS TO GRAND CHAPTER

(Sec. 162, 251, 252)
Monthly Reports: Within 15 days after the end of each month
the Secretary shall send to the Grand Chapter office a monthly report
on the form provided. It should be typed or printed. It will ask for the
membership activity during that month. Just fill in the pertinent infor-
mation, leave the other spaces blank. List only the Life Sponsorships
for which moneys have been sent to Grand Chapter that month. The
information requested on this monthly report should be taken from
your blue membership page. Note on the blue membership page that
you have sent this information to Grand Chapter. The Monthly Report
form may be downloaded from our Website, filled out and e–mailed to
the office. (Sec. 162 (4))

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 Use given names not nicknames. All dates, except Date of Death, must
be the “Stated Meeting Date” that the action happened. The date of death
of a member should be the actual date, if known. The County Recorder’s
Office can furnish dates of death. If a member is elderly and you are unable
to locate her/him, you may mark her/him “presumed deceased.”
If a member is rejoining your chapter, be sure and check the
“Was previously a member of your chapter” box. Otherwise you will
be charged $5.00 for General Grand Chapter’s assessment for the
International Temple Fund.
See Deceased/Presumed Deceased
If we do not receive this report, you will receive a reminder letter.
After several months without a report from the chapter, a letter will
also be sent to your Worthy Matron and the Worthy Grand Matron.
Therefore, if you are unable to get a monthly report completed on time,
call the office and let us know so that we may work with you.
Annual Reports: A computer list of your membership, with their
membership numbers, the June Report form, and two copies of the
Annual Report are mailed to each chapter in May. The computer list
should be current and reflect the information provided from your
monthly reports.
Correct any errors or changes of names or address information
on the computer list. When marking exempt members (50–year life
members, members in charitable homes, members with dementia, and
remits), remember a remit of dues must be voted on each year and
50–year life members are only exempt if their anniversary occurs prior
to June 30th. Return the list as soon as possible. After July 1st and no
later than July 15th, send in the June Monthly Report and one copy of
the Annual Report to the Grand Chapter office. The other copy of the
Annual Report is to be kept in your permanent file.
After obtaining the signatures of the Worthy Matron and Worthy
Patron, the Secretary shall sign the report, affix the chapter seal, and
send that copy to the Grand Chapter office. If the Worthy Matron or
Worthy Patron are unavailable, the Associate Matron or Associate
Patron may sign. If none of them are available, the Secretary should sign
the Annual Report and mark that the others were not available to sign.

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 Per Capita Billing, the July through December Monthly report
forms and an updated copy of the membership printout will be mailed
to you approximately the first week of August.
Per capita payments not received in the Grand Chapter office by
the close of business on September 1st are subject to a fine of ten cents
per member of your total membership. The Worthy Matron, without
a vote of the chapter, can direct the Secretary to make payment of the
amount due Grand Chapter. (Sec. 97) The check for the per capita
should be for the total amount due only.
If, on the membership printout the initiation date does not agree
with your records, research your minutes and bylaw book and then
notify Grand Chapter. Remember out–of–state initiation dates will
not show on the membership printout, only California initiation dates.

REQUEST FOR DEMIT

See Demit

RESIGNATION FROM THE ORDER

(Sec. 239)
Any member may resign from the Order if their dues are current.
In most cases, the member wishes to demit from the chapter rather
than resign from the Order, so contact the member and explain the
difference.
The request may be made in open Chapter or in writing, signed
by the member. They must return their current dues receipt to the
Secretary, who will refund the prorated share of dues. They receive no
document from the chapter saying that they have resigned. A member
who has resigned from the Order must petition for initiation if they wish
to rejoin the Order. The Secretary accepting the resignation of a plural/
dual member shall immediately notify the other chapter. Resignation
immediately terminates membership in all chapters in the Order.
While a member, whose request for a demit is granted when she or
he is present at a chapter meeting, may still be present at the meeting, a
member, who resigns from the Order during a meeting, may not stay in
the meeting after the resignation is accepted.

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RESOLUTIONS (TO AMEND THE CONSTITUTION AND
LAWS)
(Sec. 111 (17), 113–115)
Proposed changes to the Constitution and Laws and the
Instruction Book may be made by written resolution filed in the Grand
Chapter office, not less than 120 days prior to the opening date of the
next session of Grand Chapter.
Ninety days after the close of the annual Grand Chapter Session,
eight copies of the approved changes to the Constitution and Laws
and the Instruction Book are sent to the chapters for the eight elected
officers. The chapters pay for these eight copies.

RESTORATION IN THE ORDER

(Sec. 202; 250 (2))
If a Petition for Reinstatement is rejected, the petitioner is entitled
to a Certificate of Restoration in the Order, which shall have the same
effect as a Demit for the purpose of a petition for affiliation, or for
visitation. The fees paid shall be retained by the chapter.
The rejection does not affect the standing of a plural member in the
other chapter.
Enter all rejections in the minutes and in the margin write the
suspension date.

RÉSUMÉ, MEMBER
These forms are available from the Grand Chapter office, or on the
state web site, http://www.oescal.org/GCC/forms.htm. Any member
seeking to be of service to our Grand Chapter should fill out a résumé
and send it to the Grand Chapter office.
Résumés must be received by June 1st to be considered for service
the following Grand Chapter year. Résumés will be kept on file for
three years. A new résumé may be submitted each year. Résumé forms
are available from the chapter Secretary.

RÉSUMÉ OF GRAND CHAPTER SESSION

A summary of the proceedings of the Grand Chapter Session is
available two weeks after the close of the Session. It will be posted on
the Grand Chapter web site <http://www.oescal.org>

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RIBBONS
If the Ribbon Ceremony is used for Initiation, the ribbons are
to be placed at the Marshal’s station and not on the Secretary’s desk.
(Ritual 49)
Twenty–five, fifty and seventy–five year pins may be presented
attached to a piece of five–colored ribbon.

RITUALS
(Sec. 254; 255, Ritual 165)
Each chapter is issued three large–print burgundy Rituals for the
use of the Worthy Patron, Associate Patron, and Conductress. These are
property of the Grand Chapter; and, if lost, the fine is $50 to replace the
Ritual. Each Ritual is numbered on the inside cover and that number is
recorded on the chapter’s record at Grand Chapter. When requesting a
replacement, indicate for which officer when paying the fine.
If your chapter consolidates, the three Rituals for all but one of the
chapters must returned to the Grand Chapter office.
As the Rituals are the property of the Grand Chapter, the Deputy
Grand Matron should check that your chapter has all three each year at
her official visit to your chapter.
A chapter may purchase Rituals for the use of the other officers.
Such books must be returned to the Worthy Matron at the expiration
of their term of office.
Any member in good standing may purchase a copy of the Ritual
through the Secretary. The Ritual shall be surrendered to the Secretary
of any chapter demanding it, if the owner loses her/his good standing
in the Order (Sec. 255).
Rituals are also available in Spanish and in Braille.
Old Rituals may just be thrown away.

ROBERT’S RULES OF ORDER

(Sec. 31)
The Robert’s Rules of Order Newly Revised, 10th Edition, governs
the proceedings of Grand Chapter and the subordinate chapters when
not provided for in the Constitution, Laws, Rules and Regulations of
the Grand Chapter or the bylaws of a subordinate chapter.

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ROB MORRIS AWARD
(Sec. 79A)
A chapter may voluntarily participate in the Dr. Rob Morris Award
program for recognition of outstanding service to the chapter. The
recipient must be a member of the chapter giving the award. Only one
such award may be given in any year.
A form is provided, for the chapter to request a Rob Morris Award
for one of its members who has not previously served in the capacity
of a Worthy Matron or a Worthy Patron. The Secretary should send
in the request at least one month before presentation, giving name of
recipient, membership number and date of presentation. The chapter
must purchase a charm or a tie tack to be presented with the certificate,
from the Grand Chapter office.
The date of the presentation should be so noted on the member’s
membership page.

ROB MORRIS MEMBERSHIP PROGRAM

This is a General Grand Chapter award program for signers on peti-
tions. Contact California’s Membership Committee Chairman, who is
listed in the State Roster, for information.

ROLL CALL
(IB 23)
Secretary should stand when reading the roll of officers (See Standing)
The roll of officers is to be called each meeting except short form
meetings. Call the name of the office and the name of the 18 installed
officers, and note their presence in the Roll Call Book, purchased from
the Grand Chapter office. Do not call the names of the Flag Bearer,
Prompter, etc.
The records should show the regular officer present, even if acting
as a pro tem officer in another station. The records should also show
that an officer marked absent arrived late.
The Roll Call book shall be kept for seven years. The membership
page of the officer shall show the office held each year.

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ROSTER, STATE
Each chapter Secretary will be sent a Roster of all chapters in California,
at no cost, when they are available at the beginning of the year. All other
members may purchase a copy of the Roster through the Secretary.
The information for this Roster is requested on a form sent to you
during September and must be returned no later than November 1st . The
address of the Secretary on this form will be the address we will use to send
mail and United Parcel items to the chapter, unless advised otherwise.
Any resignation or change of name or address of the officers listed
in the Roster should be given immediately to the Grand Secretary on
the Change of Officer form.
The index of the State Roster should be reviewed as the contents
of the roster may answer your question and save a phone calls to the
Grand Chapter office.
Each chapter may have its own roster of its membership.

SCHOLARSHIP FUND
(Sec. 88)
See Applications for Assistance.

SEAL
(Sec. 125)
Every chapter shall have a seal with its name, number and location
of the chapter. The seal is purchased through the Grand Chapter office.
No communication or document is deemed authentic without the seal
of the chapter.
The seals are available in hand held models and in desk type models,
and may also be obtained as rubber stamps.

SECRET WORK
(Sec. 254, 260, Ritual 165)
Each chapter has been given by Grand Chapter four copies of
the uncoded Secret Work for the use of the Worthy Patron, Associate
Patron, Conductress, and Associate Conductress. These shall be
returned to the Worthy Matron by such officers on expiration of the
terms of office. No other member or officer may have a copy of the
Secret Work, except the Deputy Grand Matron who returns the copy
to the Grand Secretary at the end of her term.

74
 If the Secret Work is lost, there is a fine of $25.00 to replace it. When
paying the fine, indicate for which officer the replacement is needed. If
the Secret Work becomes dirty or worn, it will be replaced, at no cost,
when it is returned to the Grand Secretary’s office. There is a large–print
version of the Secret Work which is available for a small charge.
As the Secret Work is the property of Grand Chapter, the Deputy
Grand Matron must check it each year at her Official Visit to your chapter.
No member of the Order shall write any portion of the Secret
Work for any purpose (Sec. 260).

SERVICE AWARD
(Sec. 79B)
Chapters may participate in this program that gives recognition to
a sister or brother of the chapter for special service. A Past Matron or
a Past Patron is eligible to receive the award. There is no restriction on
the number of awards presented during the year.
The method of selecting recipients and the manner of presentation
is determined by the chapter.
An award certificate and pin shall be purchased through the Grand
Chapter office.

SEVENTY–FIVE YEAR PIN AND CERTIFICATE

(Sec. 195, IB 103)
A 75-year pin and certificate are available at no cost from the Grand
Chapter office for any member who has established a record of 75 years
of good standing in the Order. These may be presented at any conve-
nient time beginning with the calendar year in which the 75 years of
membership is attained.
A member receiving her/his 75-year pin at a Chapter meeting
should be escorted to the East, given Grand Honors, and be asked to
remain in the East for the remainder of the meeting.
Upon approval by a 2/3 majority vote of the chapter, the Secretary
shall request the certificate and pin in writing from the Grand Chapter
office, giving the member’s name and membership number.
It should be noted on the member’s membership page when the
presentation of the 75–year pin and certificate is made.
See Ceremony — IB 103
75
SOCIAL CLUBS
(Sec. 178, UCB Article VI Sec. 4)
A chapter may have under its jurisdiction clubs that act as ways and
means groups of the chapter. Such clubs may sponsor activities for the
purpose of raising funds to augment the fixed revenue of the chapter.
The net proceeds of all money raising functions sponsored by the club
shall be turned over to the Secretary within 60 days following the event,
with a statement of receipts and expenditures. An amount not to exceed
$1,000.00 may be retained by the club for working capital, if needed.

SPECIAL DISPENSATIONS
(Sec. 100, 205 209, IB 7)
There is a form that is available from the Grand Chapter office to be
used when requesting a Special Dispensation. The $5.00 cost of some
Special Dispensations is set in the C&L. (Sec. 100)
Do not modify the Special Dispensation form to request a special
dispensation that is not listed. If you require permission for an action
that is not listed on the form, please write a letter to the Worthy Grand
Matron, and send it to the Grand Chapter office. Note: you do not need
a special dispensation to ballot and affiliate at the same meeting.
When requesting Special Dispensations for the following, the
ballot box must be used. The vote is carried only by ballot containing
less than three cubes:
• To ballot and initiate at the same meeting. A Special
Dispensation is not needed to ballot and affiliate at the same
meeting;
• To re–ballot upon a rejected petition for initiation;
• To receive a petition for initiation of a petitioner who resides
in a Grand Jurisdiction other than California and not more
than 25 miles by airline from the California border, after a
Waiver of Jurisdiction has been received.

Special Dispensations for the following only require a motion

carried by majority vote:
• To hold the Annual Election of Officers other than the first
stated meeting in October. A Special Dispensation is not
needed for a Special Election;
• To hold the Annual Installation of Officers after the 30th of
November;

76
 • To contribute more than $500.00 a year to each Masonic
youth organization;
• To contribute more than $200.00 a year to any other youth
organization;
• To contribute to any fraternal organization or to any fraternal
hall association for any purpose. The amount of the proposed
contribution must be specified in any request for a Special
Dispensation.
• To change the place of any stated meeting from the location
stated in the bylaws.

A Special Dispensation cannot be granted to dispense with a

meeting. Meetings must be held as stated in the chapter’s bylaws, unless
there is a lack of a quorum, which consists of seven members, including
one of the first four officers that are Worthy Matron, Worthy Patron,
Associate Matron, Associate Patron.

SPECIAL ELECTION
(Sec. 134 (6), 135, 142)
See Election of Officers

SPECIAL MEETING
(Sec. 145, 146, Ritual 164, Red Book Instruction 9)
See Meetings

STANDING
The Secretary shall stand whenever addressed by the Worthy
Matron. Then, you may be seated while reading the minutes, corre-
spondence, receipts or bills if the microphone placement allows the
members to hear more clearly. The Secretary should continue to stand
when finished, until that order of business is completed.

STANDING RULES
Standing Rules are rules dealing with the administration of the
chapter and can be adopted or changed like any other act of the chapter.
To adopt a new rule requires a majority vote. To modify or repeal a rule
requires either a two–thirds majority vote or notice to the membership
and a majority vote. Standing Rules may be suspended by a majority
vote.
Standing rules are not part of a chapter’s Bylaws.
77
STARCARE
(Sec. 440)
StarCARE exists to serve as a resource to assist members in need of
assistance from California Eastern Star charities, funds, and programs.
1-800-567-CARE (2273).

STAR–PLUS PROGRAM
(Sec. 466 A, B)
A contribution of $50.00 or more to the Endowment Fund, beyond
a Life Sponsor Membership, entitles the member to recognition with a
Star–Plus Certificate. Acknowledgment cards are provided at no cost
from the Grand Chapter office.
The Endowment Fund Committee will issue a Star Plus Certificate
of recognition to be presented to the member. The form to order this
certificate is obtained from the Endowment Fund Committee. The
Endowment Fund Committee will need the names of the members
who have attained Star–Plus status.
It should be noted on the member’s membership page that the
member has Star–Plus recognition. A member will receive a Star Plus
Certificate and a gold seal will be presented for subsequent donations.
See Endowment Fund Committee

STATED MEETINGS
(Sec. 144)
See Meetings

SUBSIDIARY ORGANIZATIONS
(Sec. 178, UCB Article IV Sec. 4)
See Social Club

SUMMARY OF BILLS
This is a form to list the expenditures of a meeting either by bills
presented or votes of the chapter to pay for an item. The chapter’s audit
committee may audit the bills on this form. After chapter, the Secretary
should give a copy of this form to the Treasurer to pay the listed bills.
The Treasurer would enter each expenditure in the Treasurer’s
Cash Book, write the necessary check, note the check number by each
item and return the Summary of Bills to the Secretary.
See Bills
78
SUMMARY OF RECEIPTS
This is a form to list receipts of a meeting.

SUPPLIES
(Sec. 253 255)
Chapters shall use the forms, books and records adopted by the
Grand Chapter and listed on the Order Form/Price List.
Four uncoded copies of the Secret Work, as printed and distributed
by General Grand Chapter, are provided to the chapter for the Worthy
Patron, Associate Patron, Conductress and Associate Conductress.
These are numbered and are the property of the Grand Chapter. If
damaged, they will be replaced, free of charge, with the return of the
old copy. If lost, there is a fine of $25.00 for each item.
Three large–print Rituals are provided to the chapter, for the Worthy
Patron, Associate Patron, and Conductress. These are numbered and prop-
erty of the Grand Chapter. If lost, there is a fine of $50.00 for each item.
A chapter may purchase Rituals, Instruction Books, and
Constitution and Laws for the use of the officers. Such books must be
returned to the Worthy Matron at the expiration of their term of office.
At the expiration of the Worthy Matron’s term of office, she will
turn over to her successor, the four copies of the uncoded Secret Work,
the three large–print Rituals, the Instruction Books, and Constitution
and Laws, together with an inventory of all properties of the chapter.
She will receive a receipt from the new Worthy Matron for these items
and will file it with the Secretary (Sec. 158 (15)).
Any member may purchase a Ritual, Instruction Book, or
Constitution and Laws. The member is required to keep the Instruction
Book and the Constitution and Laws current by purchasing the amend-
ments adopted at Grand Chapter.
One Roster and one Proceeding will be sent to the Secretary, at
no charge, for the use of the chapter. Any member may purchase the
Roster and the Proceeding by ordering them through the Secretary.
You will be advised of the price each year.
The Grand Chapter office supplies forms; some may be down-
loaded from the website. Do not use old forms. Destroy the old forms
when the office sends a replacement. The date of the last revision
appears on the lower corner of the forms.
79
 When you overpay for a supply, you may be issued a Credit Memo,
which is good for two years.

SUSPENSION
(Sec. 249)
The Constitution and Laws allows a chapter to suspend a member
who has not paid dues for a period of six months ( January 1 through
June 30) from the close of the calendar year in which payment was
due. The member may be suspended on July 1st . However, because the
chapter must still pay per capita on that member on June 30th, use the
extra time to the following June 30th to make contact with that member
to try and bring the dues current.
If the chapter has remitted dues for that year, the member may not
be suspended.
Your Worthy Matron should be advised of the members who
are delinquent and, at her direction, the members are notified of the
intended suspension. Send a Notice of Delinquent Dues to the last
known address of the member by mail with a return receipt requested.
Give them one month or longer in which to respond. If the member fails
to pay the dues by the time specified in the notice, or to furnish a reason
why she/he cannot pay the dues, the Secretary shall read the name
of the delinquent member in open Chapter and the Worthy Matron
shall declare the member suspended. A “Notice of Suspension for
non-payment of dues or assessments” is then mailed to the suspended
member.
If the mail is returned undeliverable by the Post Office, keep the
envelope as your proof that you tried to contact the member.
The suspension should be noted on the member’s member-
ship page. Attach the signed receipt or the returned envelope to the
membership page.
Plural members are not automatically suspended in the other
chapter.
Dual members, who are suspended from a chapter in another
jurisdiction for non–payment of dues or other cause, are automati-
cally suspended from their chapter in this jurisdiction. The “Notice of
Suspension of a suspended dual member” should be used to inform the
member of the suspension.

80
 If a dual member is suspended from a chapter in California, the
Secretary of the chapter shall immediately advise the Secretary, of the
chapter in the other jurisdiction in which membership is held, of such
suspension. The “Notification of Suspension of Dual Member” may be
used for this purpose.
This information is given to the Grand Chapter office on the
Monthly Reports.
See Reinstatement
See Timeline for Suspension of Members in Appendix G

TAX INFORMATION
Every chapter that pays salaries to their Secretary, Treasurer,
Organist, Set–up, etc. must pay Federal taxes, and if more than $100
total salaries per quarter, State taxes must also be paid.
See Appendix B

TELLERS
(Sec. 134 (4), IB 87)
If there is more than one nominee for any elective office, the
Worthy Matron shall appoint three tellers to take charge of and count
the ballots. The tellers are stationed between the Altar and the East.
The voting members will count off so that the total number of ballots
is known.
All members, except the Worthy Matron, Worthy Patron, Warder,
and any member physically unable to walk to the ballot box, will step
to the nearest side line and square the chapter room on the south, east,
north and west lines, in a direction from south to north. They cast their
ballots and return to their seats. The tellers count aloud as the members’
ballots are deposited.

TIMELINE
See Appendix C

TREASURER’S CASH BOOK

(Sec. 253)
The Treasurer will record all deposits and expenditures in the
Treasurer’s Cash Book.

81
TREASURER’S RECEIPT BOOK
(Sec. 253)
The Treasurer will issue a receipt from the Treasurer’s Receipt Book
to the Secretary for all money turned over from the Secretary.

TRUSTEES
(Sec. 163, UCB Article III Sec. 4)
Trustees, if provided for in the chapter’s bylaws, shall be elected
in the same manner as the elective officers. Any officer or member in
good standing, except the Worthy Matron, Secretary, and Treasurer
are eligible. The duties shall be prescribed by the chapter’s bylaws in
accordance with the Constitution and Laws.

TWENTY–FIVE YEAR PIN AND CERTIFICATE

(Sec. 195)
Your chapter may vote (2/3 majority) to provide for the presenta-
tion of a 25–year pin and/or certificate to its members when a record of
25 years membership, in good standing, is established by the member.
The membership must be verified by the Secretary of the chapter.
If the chapter does not elect to purchase the 25–year pin, the
member may buy their own pin. The pins and certificates are purchased
from the Grand Chapter office.
This may be presented at any convenient time beginning with the
calendar year in which the 25 years of membership is attained.
It should be noted on the member’s membership page when the
presentation of the 25–year pin and/or certificate is made.

UNIFORM CODE OF BYLAWS

(Sec. 126)
Changes to the Uniform Code of Bylaws are the responsibility of
the joint Committees on Constitution and Bylaws and Jurisprudence.
All chapters adopting a new code of bylaws shall adopt the provi-
sions of the Uniform Code of Bylaws.

82
VACANCIES IN OFFICE
(Sec. 140–142)
Vacancies in an office shall occur by death, deprivation, suspen-
sion or termination of membership in the chapter, non–attendance or
resignation.
A Special Election shall be held within sixty days of a vacancy in
elective office. Notice must be given in accordance with Section 146.
Vacancies in appointive offices may be filled by the Worthy Matron
at a stated meeting.
See Leave of Absence — Sec. 141
See Non–Attendance — Sec. 141
See Resignation — Sec. 140
See Special Election

VERIFICATION OF MEMBERSHIP
The Verification of Membership (VoM) is a form used by the
Secretaries to verify membership on a member affiliating from out of
the jurisdiction. The verification is required in order to validate the
years a member has been a member in the Order.
A Demit will not contain the necessary information. It will not
show whether a member has been out of the Order for a period longer
than six months. The time out of the Order is subtracted from the
number of years she/he has been member.
Send a copy of this information to the Grand Chapter office when
requesting a 25, 50, or 75–year pin for the member.

VISITATION
(Sec. 243, 258, IB 5)
Every member of the Order in good standing has a right to visit any
chapter. The Worthy Matron may request visitors to retire during the
course of a meeting.
No child two years of age or over shall be permitted in the chapter
room during the session of the chapter.
See Objection to a Visitor Sec. 243

83
VOTING
(Sec. 133, 134 (3), (5))
When there is only one nominee for any office, the ballot may be
dispensed with and the nominee elected by a motion properly made,
seconded and carried. (Sec. 134 (3)) If there is only one nominee
for the office, the Worthy Matron may say, “If there be no objection,
I declare Sister/Brother ____ elected to the office of ____ for the
ensuing year.”
A blank ballot is not counted toward the total voting. A ballot for
any eligible person, for the office currently being elected, is counted
even if the person has not been nominated.
All members not under suspension are entitled to vote.
See Balloting
See Tellers

WAIVER OF JURISDICTION
(Sec. 196; 204, 206)
After a Special Dispensation has been obtained, a petition for
initiation may be received from one who resides in a Grand Jurisdiction
other than California and not more than 25 miles by airline from the
California border. A Waiver of Jurisdiction is required and obtained
from either the Grand Chapter or subordinate chapter of the other
Jurisdiction in whose territorial jurisdiction the petitioner resides.
The request for the Waiver of Jurisdiction shall be applied for
through the Grand Secretary’s office.
A petition that requires a Waiver of Jurisdiction shall not be
referred to an Investigation Committee until the Waiver of Jurisdiction
has been received.
See Courtesy Investigation

WEB SITE
http://www.oescal.org
The Web Site Committee is a Standing Committee and those
serving on that committee may be found in the State Roster.
Many of our Grand Chapter forms may be downloaded from the
site including the Scholarship form beginning in November of each year.

84
 CHAPTER FORMS
Miscellaneous Forms

To all members
ro f the Eastern S
of the

rd e tar
O © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chappter.

A
L
A T

From: The Office of the Secretary of

_____________________________ Chapter No. ______

This: Certificate of Good Standing

Certifies that ______________________________, whose signature appears below, is a member in good standing
of _______________________________________________ Chapter No. ______ of ____________________________, California.
She/He has paid all dues and assessments through ________________________________ and is free from all charges.
This member bears the fraternal regard of the Officers and Members of this Chapter, who recommend her/him
to the fellowship and protection of all members of the order.
Member’s History: California Member No. _______________
On ___________________________, this member joined _____________________________________ Chapter No. ______
located at _____________________________________________________ by Initiation/Affiliation.
That Chapter has become _____________________________________________________ Chapter No. ______ located
at _____________________________________________________ through consolidation/name change.
Membership was continuous: T Yes T No If no, state reasons and give dates: ________________________
____________________________________________________________________________________________________
She/He is also a member of ____________________________________________________ Chapter No. ______ located
at _____________________________________________________, and, as such, is a dual/plural member.
Life Sponsor of the Eastern Star Home in California? T Yes T No
Served as Worthy Matron/Worthy Patron: _________________________________________________________________
Other offices held: _________________________________________________________________________________________
________________________________________________________________________________________________________________
Awards received: __________________________________________________________________________________________
Additional membership information: ______________________________________________________________________
________________________________________________________________________________________________________________
________________________________________________________________________________________________________________
Additional membership history, if available, may be listed on the reverse.

Given under my hand and the seal of the Chapter

this ________ day of ___________________________ 20____
(seal)

_________________________________________________ _________________________________________________
Member Secretary

In California, a Certificate — or letter — of Good Standing may only be used for membership in a Chapter may only be accomplished in writing, signed by the
affiliation within six months of its issuance. Affiliation with a new chapter does member, or verbally, in person, at a stated meeting. One may be a member of, at
not automatically terminate membership in the original chapter. Termination of most, two chapters.
01/01/2004 last change 03/19/2007

Certificate of Good Standing

(Mandatory)

a
 APPROVAL OF AMENDMENTS TO BYLAWS
_____________________________________ Chapter No. ______, O.E.S., _____________________________________, California,
________________________, 20____.

To: _________________________________, Worthy Grand Matron

I, ___________________________________, Secretary of __________________________________ Chapter No. ______, O.E.S.,

do hereby certify that at a stated meeting of the Chapter, held on the ________ day of __________________ 20____,
the attached amendments to the Bylaws were proposed in writing, read in open Chapter, and set for consid-
eration at the stated meeting of _____________________________, 20____, and after special notice thereof to the
members, the same were, by favorable vote of 2/3 of the members present and voting, regularly adopted on
________________________, 20____.

(Please check appropriate items below.) Committee Use Only

Approved Not Approved
❑ Change meeting location ❑ ❑
❑ Change meeting dates ❑ ❑
❑ Change/add meeting exceptions ❑ ❑
❑ Change meeting time ❑ ❑
❑ Change/add anteroom meeting time ❑ ❑
❑ Change/add/delete tenure for Secretary/Treasurer ❑ ❑
❑ Change fees ❑ ❑
❑ Change dues ❑ ❑
❑ Change relief amount ❑ ❑
❑ Provide for/delete/change paid life membership ❑ ❑
❑ Provide for/delete Trustees ❑ ❑
❑ Other: __________________________________________________ ❑ ❑

Wherefore, I transmit the same to you for approval.

(Seal)

_________________________________________________, Secretary

Note: See Sec. 128 of the Constitution and Laws. You must submit the following: (1) one copy of the sections before
amended, (2) two copies of the section as amended, and (3) two certified (sealed) originals of this form.

The attached amendments referred to above are hereby approved this ________ day of __________________, 20____.

(Seal)

____________________________________, Worthy Grand Matron

Office Use Only

Date Received in GC Office Date Sent to C&B Commitee Date Received from C&B Comm.

Date Sent to WGM Date Received from WGM Date Sent to Chapter

08/01/2004 last change 07/29/2004 No. ________

Approval of Amendments to Bylaws

b
 ApprovAl of BylAws of A ConsolidAting ChApter

To be _______________________________________________________________ Chapter No. ________, O.E.S.

__________________________________________________, California. __________________________, 20______

TO: ______________________________________________________________________, Worthy Grand Matron

I, ______________________________________________________________________________, Secretary (elect)

do hereby certify that at a meeting of

_______________________________________________________________________ Chapter No. ________ and

_______________________________________________________________________ Chapter No. ________ and

_______________________________________________________________________ Chapter No. ________ and

_______________________________________________________________________ Chapter No. ________

held on the __________ day of __________________________, 20_____, the bylaws were proposed in
writing, read, and adopted by a favorable 2/3 vote of the members present and voting; the mem-
bership having received proper notice of this meeting. These adopted bylaws will become the
bylaws of the consolidated Chapter upon approval of the Worthy Grand Matron and with the
Installation of Officers held on the __________ day of __________________________, 20______.

Wherefore, I transmit the same to you for approval.

(Chapter Seal) ______________________________________

Secretary
These bylaws are hereby approved this __________ day of __________________________, 20______.

(Seal) ______________________________________
Worthy Grand Matron

(One copy of each Chapter’s bylaws and two copies of the Consolidated Chapter’s bylaws, using
the Uniform Code form, must accompany two copies of this form.)

office Use only No. ________

Date Received in GC Office Date Sent to C&B Commitee Date Received from C&B Commitee

Date Sent to WGM Date Received from WGM Date Sent to Chapter

2008/05/05 jrh last change 2008/05/05

Approval of Bylaws — Consolidating

c
 Fraternal Greetings
______________________________ Chapter No. ______, Order of the Eastern Star,
_____________________, California

To the Worthy Matron, Officers, and Members of ______________________Chapter No. ____

We extend fraternal greetings and best wishes, and we are happy to advise you that on ____________,

the _______ day of _____________, 20___, Sister/Brother ____________________

of your Chapter honored us with a visit.

____________________________
Secretary
(seal)
09/21/2005 last change 03/22/2007

Fraternal Greeting
Visiting Certificate

d
 F F
Use only with Use only with
© 2003 by permission of author and © 2003 by permission of author and
James Ray Hannum, Jr. General Grand Chapter James Ray Hannum, Jr. General Grand Chapter

L
L

A
A
A T
Notice of A T
Notice of
Special Election Annual Election
Date: ______________________, 20____

From: The Office of the Secretary of

Date: ______________________, 20___
From:
________________________________ Chapter No. ______, O.E.S.
To:
In accordance with Section 135 of the Constitution and Laws of
the Grand Chapter of California, you are hereby notified that this
Chapter will hold a Special Election of officers at its stated meeting
________________________________ Chapter No. ______, O.E.S.
The Office of the Secretary of
To:
In accordance with Section 130 of the Constitution and Laws of
the Grand Chapter of California, you are hereby notified that the
Annual Election of Officers for this Chapter will be held at:

e
on _______________________, 20____, at __________ AM/PM.
The meeting will be held at:

(optional)
on ______________________, 20____, at __________ AM/PM.

Please note that dues and assessments in the amount of

__________, will become due and payable on January 1, 20____.

Notice of Special Election

Notice of Annual Election
❑ Your dues and assessments totaling ______________, for the
years ________________________, are still owing.

Please remit your payment promptly. If you cannot pay your dues,
Fraternally,
for any reason, please contact the Worthy Matron, Worthy Patron,
Associate Matron, Associate Patron, or Secretary.

Fraternally,
Secretary
(Seal) (Seal)

Secretary
06/01/2004 last change 08/03/2004 06/01/2004 last change 07/16/2004
 of th e Eastern
e r Sta
Ord © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chapter.
r

A
L
A T

Notification of Member Relocation

Date: _______________________________

From: The Office of the Secretary of

___________________________________ Chapter No. ______ of _____________________, California

To: The Officers and Members of

___________________________________ Chapter No. ______ of ________________________________

Please take notice that our member, Sister/Brother ___________________________________________________,

California member number ___________________, has moved into your area. Would one of your members
please contact our member, welcome her/him, and invite her/him to attend your Chapter.
Our member’s contact information is as follows:

(Address)

(Address)

(City, State Zip)

(Telephone) (Email)

It is our hope that by your contacting our member and by making her/him feel welcome, she/he will
continue to enjoy the benefits of our beautiful Order. Thank you for your cooperation and assistance.

_____________________________________________________ (seal)
Secretary

Section 162(5) requires the Secretary, or a member

designated by the Secretary, when a member moves out of
the area, to notify the Chapter Secretary in the area where
the member has relocated. If the member moves out of the
Jurisdiction, the information can be sent to the Grand
Chapter into whose jurisdiction the member has moved.
07/01/2004 last change 09/28/2004

Notification of Member Relocation

f
 Request for Insurance Rider
If you are signing a contract, the Insurance company requests that you send a copy of the contract
to them before it is signed. If the landlord/rentor/leasor requires that they be listed as an additional
insured, you must contact the insurance company before signing any contract.

Chapter Name & Number / Group Name:

Contact Information:
Name:
Address:

Phone:
Fax:
Email:
Date of Event:
Location of Event:

Description of Event:

Additional Insured / To whom the proof of insurance is to be sent:

Name:
Address:

Certificate to be mailed ‘, or faxed ‘. Fax number

Date:
Signature:

Please mail or fax this form to our Insurance Carrier: (Seal)

Thompkins Masonic Insurance Program — 1150 Marina Village Pkwy., Ste. 101, Alameda, CA 94501-1080
Phone: (510) 814-4141; Fax: (510) 814-4144
2004/11/01 jrh last change 2008/05/06

Request for Insurance Rider

g
 ro f the Eastern S
O rde tar
F
Use only with
© 2003 by permission of author and
James Ray Hannum, Jr. General Grand Chapter

A
A T

Notification of Plural or Dual Membership

From: The Office of the Secretary of
___________________________________ Chapter No. ______ of _____________________, California

To: The Officers and Members of

___________________________________ Chapter No. ______ of ________________________________

Please take notice that Sister/Brother _________________________________________________________________,

California member number ___________________, became a plural/dual member by signing the bylaws of
_____________________________________ Chapter No ______ of ___________________________________, California,
on __________________________________.
I will keep you up to date on any changes in this membership, and I it would appreciate it if you would
do the same for me.

Given under my hand and the seal of the Chapter

this ______ day of ___________________________ 20_____.
(seal)

_____________________________________________________
Secretary

In California, a dual member is a member of both a chapter A dual member who is suspended from the Chapter in
under the jurisdiction of the Grand Chapter of California, another jurisdiction is automatically (upon notification of
and a chapter outside of California (see Section 192 of the the supension) suspended from the Chapter in California.
Constitution and Laws for further information). A plural If a dual member is suspended in California, the Secretary, of
member is a member of two chapters under the jurisdiction the Chapter suspending the member, shall notify the other
of the Grand Chapter of California (see Section 191 for Chapter of the member’s suspension. (see Section 249 under
further information). the heading “Dual Member” for further information).
Section 191 requires that notice be sent within 30 days of the
election of a member to plural membership. This also applies
to the election of a member to dual membership.

07/01/2004 last change 07/16/2004

Notification of Plural or Dual Membership

h
 ro f the Eastern S
O rde tar
F
Use only with
© 2003 by permission of author and
James Ray Hannum, Jr. General Grand Chapter

A
A T

Notification of Discontinuance of
Multiple Membership
From: The Office of the Secretary of
__________________________________ Chapter No. ______ of ______________________, California

To: The Officers and Members of

__________________________________ Chapter No. ______ of _________________________________

Please take notice that Sister/Brother __________________________________________________,

California member number _____________________, who became a plural/dual member by
affiliating with ____________________________________________________ Chapter No. ______ of
_______________________________________________, on __________________________________, has
discontinued her/his membership in _______________________________ Chapter No. ______
of ______________________________________, California.

Given under my hand and the seal of the Chapter

this ______ day of ___________________________ 20_____.
(seal)

_____________________________________________________
Secretary

In California, a dual member is a member of both a chapter When a multiple member (dual/plural) discontinues her/his
under the jurisdiction of the Grand Chapter of California, membership in a chapter, she/he receives a Certificate of
and a chapter outside of California (see Section 192 of the Discontinuance of Multiple Membership rather than a Demit
Constitution and Laws for further information). A plural (Section 236, 9th paragraph). In addition to the certificate
member is a member of two chapters under the jurisdiction sent to the (former) member, this notice is to be sent to her/
of the Grand Chapter of California (see Section 191 for his other chapter; informing them of the change in
further information). membership.

08/01/2004 last change 07/16/2004

Notification of Discontinuance of Multiple Membership

i
 CHECK TRANSMITTAL FORM
Mail to: 16960 Bastanchury Rd., Ste. E, Yorba Linda, CA 92886-1711 Date: ___________________________________ Chapter No. ______

Check No. ______________ in the amoun t of $____________________ payab le to CALIFORNIA EASTERN STAR FOUNDATION for:
(These donations ARE TAX DEDUCTIBLE. Chapter Secretary will do the acknowledgement. If an individual is making a
donation of $250.00 or more, it must be a personal check made out to the CALIFORNIA EASTERN STAR FOUNDATION.)
In Honor/Memory of: Acknowledgement
Sent by Secretary:
Benevolent Fund $ ____________ _________________________ ________________
Disaster Fund $ ____________ _________________________ ________________
J. Clifford Lee Memorial Cancer Fund $ ____________ _________________________ ________________
Marguerite Rennie Memorial Fund $ ____________ _________________________ ________________
Eastern Star Patient Comfort Program Fund $ ____________ _________________________ ________________
Scholarship (Cashion, ESTARL, Campbell-Dillon, $ ____________ _________________________ ________________
Loyal Stark, Music, Endowment, General)
Gerald P. Cashion Fund $ ____________ _________________________ ________________
Cancer Research Fund (2009 WGM Project) $ ____________ _________________________ ________________
Grand Chapter Heart Fund $ ____________ _________________________ ________________
Medical Research Fund $ ____________ _________________________ ________________
Relay for Life $ ____________ _________________________ ________________

Check No. ______________ in the amoun t of $____________________ payab le to GRAND CHAPTER ENDOWMENT FUND for:
(These donations ARE TAX DEDUCTIBLE. Chapter Secretary will do the acknowledgement. If an individual is making a
donation of $250.00 or more, it must be a personal check made out to the GRAND CHAPTER ENDOWMENT FUND.)
In Honor/Memory of: Acknowledgement
Sent by Secretary:
Home Endowment Fund — RESTRICTED $ ____________ _________________________ ________________
Home Endowment Fund — UNRESTRICTED $ ____________ _________________________ ________________
Life Sponsorship ($50.00) $ ____________ See Green Form enclosed.
Star Plus ($50.00) $ ____________ See Green Form enclosed.
Tree of Life $ ____________ Inscription information enclosed.

Check No. ______________ in the amoun t of $____________________ payab le to EASTERN STAR HOMES OF CALIFORNIA for:
(These donations ARE TAX DEDUCTIBLE.)
Holiday Fund $ ____________
Fiesta $ ____________ Booth: _______________________________________
General Donation $ ____________

Check No. ______________ in the amoun t of $____________________ payab le to GRAND CHAPTER OF CALIFORNIA for:
Supplies $ ____________ See Order Form enclosed.
25–Year or 50–Year Request $ ____________ See Order Form enclosed.
Rob Morris/Service Awards $ ____________ See Order Form enclosed.
Credentials $ ____________ See Order Form enclosed.
Miscellaneous $ ____________ ____________________________________________
Perpetual Income Fund of Grand Chapter $ ____________ _________________________ ________________
(These donations are NOT TAX DEDUCTIBLE.)

BE SURE EACH CHAPTER CHECK HAS TWO SIGNATURES AND THAT AMOUNTS AGREE.
ALTERED OR INCORRECTLY WRITTEN CHECK WILL BE RETURNED.
From: ______________________________________________________________________________________________________ Chap ter No. _________________
___________________________________________________________________, Secretar y
2007/12/03 - jrh last change 2008/11/04

Check Transmittal
Transmittal, Check

j
 VERIFICATION OF MEMBERSHIP
______________________________, 20_____

From: _____________________________________________________________ Chapter No. ________, Order of the Eastern Star

______________________________________________________________________, California

To: __________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________

Dear: _______________________________________________

We are requesting verification of the membership record for:

SISTER/BROTHER __________________________________________________________________________________________________
Former names: ____________________________________________________________________________________________________
California Member number: ______________, formerly/currently a member of your jurisdiction and currently a
member of the Order in California. Her/His birth date is ______________________________________.
Would you please confirm/provide the following information as it pertains to your Grand Jurisdiction:
Date of Initiation: ______________________________________ or Date of Affiliation: ______________________________________
Name of Chapter: ______________________________________ No. ________, City: _________________________________________
Date of Affiliation: ______________________________________
Name of Chapter: ______________________________________ No. ________, City: _________________________________________
Was the membership continuous while in your Grand Jurisdiction? YES NO
If not, state circumstances: _________________________________________________________________________________________
Date of Suspension, if any: ________________________________ Date of Reinstatement: ________________________________
Date of Demit: ______________________________________
Offices held: _______________________________________________________________________________________________________
Please send this information, on this form or in a letter, under the Seal of your Grand Chapter (or Chapter) as soon
as possible, along with any further information that you may feel I need to know. Thank you.

Fraternally,
_________________________________________________
(Signature)

_________________________________________________
Secretary (Print or type name)
(Seal of CA Chapter)
Address:
_________________________________________________

_________________________________________________

Phone: (______) _________________________________

Verified by:
______________________________________________________
(Signature)

______________________________________________________
(Print or type name) (Seal)

______________________________________________________
(Title)

____________________________________________, 20______ 2008/05/05 jrh last change 2008/05/05

Verification of Membership
Request for Verification of Membership

k
 Grand Chapter of California Last Name ______________________
Order of the Eastern Star
© 2004 by
F
James Ray Hannum, Jr.
Use only with
permission of author and
local Grand Chapter.
Date __________________________
A
L

A T

Member Résumé
This résumé is used to make an inventory of the talents and experience of our members which would be
beneficial to Grand Chapter. Please print or type your answers.

YOURSELF
Full Name ______________________________________________________________________

Name & Number of your Chapter(s) ___________________________________ Year Initiated ________

Address ______________________________ City _________________________ Zip __________

Email ____________________________________________ Phone ________________________

Occupation (present or former) ________________________________________________________

SERVICE TO YOUR CHAPTER, GRAND CHAPTER AND RELATED ORGANIZATIONS

Chapter Service Grand Chapter Service

pm/pp Year(s) Grand Offices, DGM, Grand Representative Year(s)

_____________________________________ _____________________________________

_____________________________________ _____________________________________

_____________________________________ _____________________________________

_____________________________________ _____________________________________

Youth Groups
Services Given Year(s) Committee Appointments Year(s)

_____________________________________ _____________________________________

_____________________________________ _____________________________________

_____________________________________ _____________________________________

Please list, in order of preference, your choice of service to the Grand Chapter of California with a brief, specific
explanation of what talents, abilities, or experience you would bring to each choice.
1) ____________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
2) ____________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
3) ____________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
2009/01/09 — jrh last change 2009/03/30
Over — More Information on Back ➔

Member Résumé
(front)

l
Below is a list of the various committees of Grand Chapter. Please refer to the Constitution and Laws for descriptions of
the various committees.
Standing Committees
Aims and Objectives Endowment Fund
Annual Session Site Finance
Appeals and Grievances Fraternal Correspondence
Audit JC Lee Memorial Cancer Fund
Benevolent Fund Jurisprudence
Cancer Assistance Marguerite Rennie Memorial Fund
Consolidations Membership
Constitution and Bylaws Public Relations
Credentials Scholarship
Eastern Star Patient Comfort Program Web Site

Special Committees
Barnum – Weisheimer Silver Tea Liaison to Grand Lodge
Booth at Grand Lodge Liaison to Youth Groups
Cal Star News Masonic Family Day at Covina
Community Service Program Relay for Life
Eastern Star Journal Roster Advertisements
Excess Property Sensational Saturday
Heart Research Tri-State Event
Home Fiesta Vision Quest
Leadership Development We Care Program
Liaison to General Grand Chapter Worthy Grand Matron’s Special Project

Grand Chapter Week Committees

Arts and Crafts Lost and Found / Information
Banquets Masonic Family Honor Session
Cancer Dressing Gift Wrap Music / Grand Choir
Committee Rooms Necrology / Divine Service
Courtesies to Dignitaries Parliamentarian
Special Courtesies Pictures
Decorations Programs
Drayage Publicity
Election Board Safety Coordinators
Entertainment Seating
Escort / Grand March Secretarial Services
Kick-off Meal Event Set-up Grand Chapter Floor / Auditorium
Fun Night Signs
Grand Guards Sound and Lighting
Grand Inner Guards Special Duties
Health and Personal Services Transportation
Housing Vendor Coordinator

I would be interested in serving in the following capacities:

❑ Deputy Grand Matron ❑ Grand Representative (list jurisdiction): ______________________________
Please send this completed form to the Grand Chapter office at:
16960 Bastanchury Rd., Ste. E, Yorba Linda, CA 92886-1711

Member Résumé
(back)

m
 shall be the spouse, parent, or child of the Worthy Matron, Worthy Patron, Secretary or
the Treasurer of the Chapter. The Secretary and the Treasurer shall not be appointed to the
Auditing Committee.
Bills and accounts must be submitted in itemized form.
(c) A Budget Committee to consist of three or more members, one of whom shall be a
Past Matron and one a Past Patron, whose duty it shall be to prepare a budget of income and
expenditures for the following fiscal year. The budget shall be presented to the Chapter for
adoption at the last stated meeting prior to the end of the Chapter’s fiscal year. The total
of the amount allowed for expenditures may not be exceeded except by majority vote of the
members present and voting at a stated meeting.
(d) A Property Committee to consist of three members, one of whom shall be a Past
Matron, whose duty it shall be to maintain a current inventory of all properties owned
by the Chapter, and who shall submit an inventory of the same at the first stated meeting
following December 1.
(e) A Membership Committee to consist of three members, one of whom shall be
appointed Chairman, whose duty it shall be to disseminate membership and related
information to members as well as non-members; to attend at least one membership/
leadership training session provided by the Grand Chapter Membership Committee; to
distribute and disseminate organizational information provided by the Grand Chapter as
it relates to membership; and to strive to interest and increase our membership utilizing
material and program ideas provided by Grand Chapter Membership Committee and the
Chapter Membership Committee.
Sec. 2. All reports of Committees to the Chapter, except those of the Relief Committee,
shall be made in writing.
n
Sec. 3. All elected Officers shall be ex-officio members of these Committees, without vote.
(outside)
Sec. 4. Clubs, as authorized by the Constitution and Laws of the Grand Chapter, functioning
as Ways and Means groups of the Chapter, may sponsor activities for the purpose of raising
funds to augment the fixed revenue of the Chapter. The net proceeds of all money raising
functions sponsored by the Club shall be turned over to the Secretary of the Chapter within
sixty days following the event, with a statement of receipts and expenditures. An amount
not to exceed one thousand dollars ($1,000.00) may be retained by the Club for working
Uniform Code of Bylaws
capital if needed.
ARTICLE VII
AMENDMENTS
Sec 1. These bylaws may be amended by a proposition in writing at a stated meeting and
acted upon at a succeeding stated meeting. Notice to the membership of such proposition
and of its consideration shall be given in like manner as notice of a special meeting. On
favorable vote of two-thirds of the members present and voting, it shall be adopted and shall
go into effect on receipt and reading at a stated meeting of notice of approval thereof by the
Worthy Grand Matron, Worthy Grand Patron or the Grand Chapter, as required by its laws;
provided, however, that the foregoing procedure shall not apply to amendments or changes
in bylaws ordered by Grand Chapter. Such amendments or changes shall automatically
become part of these bylaws and the Secretary shall note the amendments or changes
herein.
Updated 2008 iv
UNIFORM CODE
of
Bylaws of Chapters of the Order of the Eastern Star
under the Jurisdiction of the Grand Chapter
of California
ARTICLE I
NAME AND OFFICERS
Sec. 1. This Chapter shall be known by the name of
..................................................................................................................................................
Chapter No. ........................................................, of the Order of the Eastern Star, and its
officers shall consist of a Worthy Matron, Worthy Patron, Associate Matron, Associate
Patron, Secretary, Treasurer, Conductress, Associate Conductress, Chaplain, Marshal,
Organist, Adah, Ruth, Esther, Martha, Electa, Warder and Sentinel.
Sec. 2. They shall be elected, appointed and installed in conformity with the Constitution
and Laws of the Grand Chapter.
ARTICLE II
MEETINGS
Sec. 1. The stated meetings of this Chapter shall be held at
..................................................................................................................................................
(Name of Center)
..................................................................................................................................................
(Address)
....................................................................................................................................... on the
(City or Town)
..................................................................................................................................... in each
month at ................................................... o’clock P.M.; provided, however, no meeting shall
be held on the days designated for the annual session of the Grand Chapter, nor on the day
prior to the formal opening, or the day following the close, of the annual session, nor on
..................................................................................................................................................
..................................................................................................................................................
..................................................................................................................................................
Sec. 2. In the event there is no meeting due to a lack of a quorum because of inclement
weather or a natural disaster, a substitute meeting may be scheduled within 14 days of the
original meeting.
Sec. 3. No meeting, stated or special, for transaction of business, can be opened or held
without the presence of the charter or dispensation under which the Chapter is working and
seven members, including one of the first four officers.
ARTICLE III
DUTIES OF OFFICERS
Sec. 1. The duties of the Worthy Matron, Worthy Patron, Associate Matron, Associate Patron,
Secretary and Treasurer shall be as prescribed by the Constitution and Laws of the
Grand Chapter and as provided in this Article.
Sec 2. The Secretary shall:
(a) Record the proceedings of the Chapter;
(b) Receive all moneys due the Chapter and pay the same over to the Treasurer,
taking a receipt therefor;
(c) Keep a correct account between the Chapter and its members;
i
 (d) Report monthly to the Grand Secretary the transactions of the Chapter as
required by the Constitution and Laws of the Grand Chapter;
(e) Keep a current register of all members of the Chapter, paying particular attention
to changes of address, both in California and other jurisdictions. When a change of address
outside of the area of the Chapter is noted this information shall be sent in a timely manner
to the Chapter Secretary in the area of relocation, by the Secretary or a member designated
by the Secretary;
(f) Keep the seal of the Chapter and impress it on all receipts, communications,
certificates and documents of the Chapter on execution thereof;
(g) Prepare, or cause to be prepared and sent, all notices and other communications
required by the bylaws or the Worthy Matron;
(h) Have present at each meeting the current Minute Book, Constitution and
Laws of the Grand Chapter and the bylaws of the Chapter, and such other equipment as
required;
(i) Read all communications pertaining to the Chapter or the Order, promptly,
report all others and read such as are requested;
(j) Require all bills and accounts against the Chapter to be in itemized form and
submit the same to the Auditing Committee for its examination and action;
(k) Report promptly to the Grand Secretary any special election of Officers, together
with their membership numbers and addresses, and any changes of address, resignation or
death of any elected officer;
(l) By November 1 of each calendar year transmit to the Grand Secretary, on a form
provided, the membership numbers, names and addresses of all officers;
(m) Notify the Grand Secretary of the death of any present or Past Grand Officer
belonging to the Chapter, together with date and time and place of funeral, if possible;
(n) Perform all other duties required by the bylaws and pertaining to the office.
In keeping the records and otherwise performing the duties of the office, shall acquire
o
from the Grand Chapter office and shall use books, forms and other supplies as provided by
the Constitution and Laws of the Grand Chapter.
(inside)
Sec 3. The Treasurer shall:
(a) Issue all checks, which are to be signed by any two of the three following officers:
Worthy Matron, Secretary or Treasurer;
(b) Keep for seven years all bills and cancelled checks or vouchers;
(c) Receive all moneys from the Secretary, promptly deposit the same in the name
of the Chapter in such bank or banks as may be designated by it and shall keep a just and
Uniform Code of Bylaws
accurate account thereof;
(d) Submit ……………………………………………………………… (here insert
“quarterly,” “semi-annually” or “annually,” as the Chapter may elect) a report of the monetary
transactions of the Chapter.
All disbursements of Chapter funds shall be paid by check ordered by the Chapter.
Sec. 4. The fiscal year of the Chapter year shall be from October 1 to September 30, after
which the books of the Secretary and Treasurer shall be closed and audited. At the first
stated meeting after December 1, the reports of the Secretary, Treasurer and Trustees
regarding the prior fiscal year shall be read. The Secretary and Treasurer shall deliver the
books and other property of the Chapter to their successors when duly installed.
The Secretary, Treasurer or Trustees, in their annual report to the Chapter, shall list all
insurance policies, giving amount of coverage and expiration date; list all bonds or other
securities which are the property of the Chapter, giving purchase price, rate and date of
interest and date of maturity.
ii
Sec. 5. The other officers shall perform the duties indicated by their titles and stations, and
as directed by the Chapter.
Sec. 6. The Secretary, Treasurer, Organist and/or Sentinel may be allowed such compensation
for services as the Chapter may direct.
ARTICLE IV
MEMBERSHIP
Sec. 1. The reception of petitions for initiation or affiliation, the reference of said petitions
to Committees of Investigation, and balloting thereon shall be in conformity with the
Constitution and Laws of the Grand Chapter, and every person initiated in or affiliating
with this Chapter shall sign its bylaws, as provided in such Laws.
ARTICLE V
FEES AND DUES
Sec. 1. The initiation fee in this Chapter shall be ................................................... dollars.
The affiliation fee shall be .............................................. dollars. The fee must in all cases
accompany the petition. If a petitioner for affiliation has not been a member of a Chapter
within six months preceding such application, six months back dues must also accompany
the petition, unless payment of such dues within such six months is shown by endorsement
on the demit, or like document, accompanying the petition.
Each petitioner for initiation, and each petitioner for affiliation from a Chapter in a
jurisdiction other than California, shall pay fifteen dollars for the Eastern Star Home
Endowment Fund, in addition to the fee covered in this Article and each petitioner for
affiliation from a California Chapter shall pay ten dollars for the Eastern Star Home
Endowment Fund. Each petitioner for membership and each applicant for affiliation, who
has never before been a member in the Chapter in which she/he is currently affiliating, shall
pay Five Dollars for the use and benefit of the International Headquarters in Washington,
D.C., in addition to the fee covered in this Article.
Sec. 2. The annual dues of each member shall be (check one box only): ❏ .................... dollars
/ ❏ the amount of the Grand Chapter annual per capita fees and special assessments plus
........................ dollars. The annual dues shall be paid in advance, (check one box only): ❏ in
full on January 1 / ❏ the first half on January 1 and the second half on July 1. Nonpayment of
dues and/or assessments shall subject a member to penalties prescribed by the Constitution
and Laws of the Grand Chapter.
ARTICLE VI
COMMITTEES
Sec. 1. The Worthy Matron, at her installation, shall appoint the following committees:
(a) A Relief Committee to consist of the Worthy Matron, Worthy Patron, Associate
Matron and Associate Patron. The duty of the Committee shall be to inform itself of the
needy members of the Chapter and to cause such fraternal assistance to be given by the
Chapter as the conditions warrant and as the circumstances permit. The Committee shall
have power to draw upon the treasury, without vote of the Chapter, a sum not exceeding
........................... dollars, if required before the next stated meeting for emergency relief of a
needy member in good standing.
(b) An Auditing Committee to consist of three or more members at least three of whom
shall examine and pass upon all bills and claims against the Chapter before they are paid;
to examine the books, vouchers and accounts of the Secretary and Treasurer; and to make
a report upon the financial condition and affairs of the Chapter as of the end of the fiscal
year. This report shall be presented at the first stated meeting of the Chapter held after
December 1, with such recommendations as the Committee may deem to be for the benefit
of the Chapter. Except for ex-officio members, no member of the Auditing Committee
iii
 SUMMARY OF BILLS
At the meeting of _____________________ Chapter No. ____
held on ________________, the following bills were approved:
Check

A=audited
M=motion
Description Amount No.

Subtotal from reverse.

TOTAL BILLS
Additional bills are to be listed on the reverse.

The above bills have been reviewed, as indicated, by the audit committee.

______________________ ______________________ _____________________

All of the above bills have been approved by order of the chapter.

Date: _______________________ ________________________________

Secretary

The above bills were paid on ________________________ with the indicated check numbers.

Date: _______________________ ________________________________

Treasurer

2003/jrh

Summary of Bills
(front)

p
Additional bills:

A=audited
M=motion
Pay to the order of Amount Check No.

Subtotal

Summary of Bills
(back)

q
 SUMMARY OF RECEIPTS
At the meeting of ________________________ Chapter No. ____
held on ________________, the following receipts were received:
Form of
Description Amount Payment
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
Subtotal from reverse
Subtotal from ______ attached sheets
TOTAL RECEIPTS
Additional receipts are to be listed on the reverse and attached sheets.

2004/10/01 jrh last change 2004/11/12

Summary of Receipts
(front)

r
Additional receipts:

Form of
Description Amount Payment
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
Subtotal

Summary of Receipts
(back)

s
 SUMMARY OF RECEIPTS
Continuation page _______ of _______
(1st continuation page is page 2)

Chapter Name: ____________________________ Date: _______________________

Chapter No. ________

Form of
Description Amount Payment
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
Subtotal from reverse
TOTAL RECEIPTS for sheet

2004/10/01 jrh last change 2004/11/12

Summary of Receipts (continuation)

(front)

t
Additional receipts:

Form of
Description Amount Payment
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
‘ Cash /
Chk# ______
Subtotal

Summary of Receipts (continuation)

(back)

u
 Demit Forms

To all members
ro f the Eastern S
of the

rd e tar
O © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chappter.

A
L
A T

This: Demit
Witnesseth that _________________________________________________, whose signature appears below, being in
good standing, having paid all dues and assessments and being free from all charges, is, at her/his own request,
lawfully withdrawn from membership in _________________________________________________ Chapter No. ______,
under the jurisidiction of the Grand Chapter of California, on the ___________ day of ____________________, 20___.
This member bears the fraternal regard of the Officers and Members of this Chapter, who recommend
her/him to the fellowship and protection of all members of the Order.
Member’s History: California Member No. _______________
On ____________________________, this member joined __________________________________________________________ Chapter No. ______
located at ___________________________________________________________________________ by Initiation/Affiliation.
This Chapter has become ___________________________________________________________________________________ Chapter No. ______
located at __________________________________________________________________________through consolidation/name change.
Membership was continuous: ❑ Yes ❑ No If no, state reasons and give dates: ________________________________________
_______________________________________________________________________________________________________________________
Life Sponsor of the Eastern Star Home in California? ❑ Yes ❑ No
Served as Worthy Matron/Worthy Patron: _______________________________________________________________________________________
Other offices held: _______________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
Awards received: ________________________________________________________________________________________________________________
Additional membership information: ___________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________
Additional membership history, if available, may be listed on the reverse.

Given under our hand and the seal of the Chapter

this ______ day of ____________________________ 20_____.

______________________________________________________ (seal)
______________________________________________________ Worthy Matron
Member

______________________________________________________
Secretary
Do not use this form for a dual/plural member. of the Chapter where the Petition for Affiliation is being submitted, must be paid.
This certificate may be used for the purpose of affiliation. These dues are non-refundable. Upon receipt of these dues, the Secretary must
endorse the Demit indicating receipt of those dues. Payment of these dues does
In California, if a Demit was issued more that six months prior to the submission not place the member in good standing, but does reinstate the right of affiliation
of a Petition for Affiliation and if there is no endorsement on the Demit showing or visitation for a period of six months from the endorsement. See C&L
that at least six months dues have been paid to a Chapter within the last six Section 202. Additional endorsements should follow the format below and be
months, then, in addition to the regular affiliation fees, six months worth of dues, placed on the reverse.
I, ______________________________________, Secretary of ______________________________________________________________ Chapter No. ______
of _________________________________________________________________, acknowledge receipt of funds in the amount of $______________,
which is six months dues of this Chapter.
(seal)
Date: ___________________________ ___________________________________________
Secretary
01/01/2004 last change 09/23/2005

Demit
(Mandatory)

v
To all members
ro f the Eastern S
of the

rd e tar
O © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chappter.

A
L
A T

This: Certicate of Discontinuance

of Multiple Membership
Witnesseth that _____________________________________________________, whose signature appears below and
who became a plural/dual member on __________________________________, being in good standing, having paid
all dues and being free from all charges, is, at her/his own request, lawfully withdrawn from membership in
_______________________________________________ Chapter No. ______ of __________________________________________,
on the ____________ day of ______________________, 20____.
In her/his voluntary severance of membership in this Chapter, she/he is retaining membership in
___________________________________________ Chapter No. ______ of _________________________________________ only.
This member bears the fraternal regard of the Officers and Members of this Chapter, who recommend
her/him to the fellowship and protection of all members of the order.
Member’s History: California Member No. _______________
On ___________________________, this member joined _____________________________________ Chapter No. ______
located at _____________________________________________________ by Initiation/Affiliation.
That Chapter has become _____________________________________________________ Chapter No. ______ located
at _____________________________________________________ through consolidation/name change.
Membership was continuous: ❑ Yes ❑ No If no, state reasons and give dates: ________________________
____________________________________________________________________________________________________
Life Sponsor of the Eastern Star Home in California? ❑ Yes ❑ No
Served as Worthy Matron/Worthy Patron: _________________________________________________________________
Other offices held: _________________________________________________________________________________________
________________________________________________________________________________________________________________
Awards received: __________________________________________________________________________________________
Additional membership information: ______________________________________________________________________
________________________________________________________________________________________________________________
Additional membership history, if available, may be listed on the reverse.
Given under our hand and the seal of the Chapter
this ________ day of ___________________________ 20____

_________________________________________________
(seal) Worthy Matron
_________________________________________________
Member
This certificate may not be used for the purpose of affiliation. _________________________________________________
Secretary
01/01/2004 last change 09/23/2005

Certificate of Discontinuance of Multiple Membership

w
 Request for Demit
F
Use only with
© 2003 by permission of author and
James Ray Hannum, Jr. General Grand Chapter

A
A T

Date: _______________________________

To: The Officers and Members of

_____________________________ Chapter No. ______
I, ________________________________________________, the undersigned, request a demit from this Chapter.

Reason for request (mark and complete one):

❑ I have been elected to membership in __________________________________ Chapter No. ______

of ______________________________________________________________________________________________.
(city) (Jurisdiction)

❑ I am requesting to discontinue my membership in this chapter because ___________________

_________________________________________________________________________________________________
_________________________________________________________________________________________________.

Other information:

❑ I am a plural/dual member, and I am retaining membership in _____________________________

Chapter No. ______ of __________________________________________________________________________.
(city) (Jurisdiction)

❑ I am enclosing my dues receipt, and I request a refund of my remaining dues.

Please send the demit to the following address:

Name - printed

Address

Address
Signature of Member
City State Zip

See Sec. 235 of the Constitution and Laws regarding Demits.

In order to receive a Demit, no charges may be pending
against you and your dues must have been paid through the
month prior to your request being received by the Chapter.
If, at the time of your request, you are a member of more
than one Chapter, you will receive a Certificate of
Discontinuance of Multiple Membership rather than a Demit.
In order to receive a refund of dues, your current dues receipt
must be submitted with this request. You should receive a
refund for dues paid in advance of the month of the meeting
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Phone Email
at which this request is read along with a receipt showing
dues paid through the date of the granting of the Demit.
Unless granted in error, a Demit cannot be rescinded or
reconsidered. A request for a Demit can, however, be
withdrawn, either in writing or verbally in open Chapter,
prior to the Demit being granted.
You may continue to visit chapters for up to six months after
the Demit has been granted, by showing the Demit.

Request for Demit

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y
 F
Use only with permission
© 2004 by of author and either
James Ray Hannum, Jr. General Grand Chapter
or local Grand Chapter.

L
A T Notice of Dues
Date: ______________________, 20____
From: The Office of the Secretary of
________________________________ Chapter No. ______, O.E.S.
To:
You are hereby notified that dues and assessments are/were due
and payable as of _____________________, 20____ as follows:
Current Dues $
Current Grand Chapter
Assessments $
Dues and Assessments past due

z
for the years _______________ $
Total Due $

(Optional)
Please give this matter your prompt attention. If you cannot pay

Notice of Dues
your dues, for any reason, please contact the Worthy Matron,
Worthy Patron, Associate Matron, Associate Patron, or Secretary.
Dues Forms

Fraternally,

Secretary — signature Secretary

Address

Address
(Seal)

Phone

Email
06/01/2004 last change 07/16/2004
 F

Reminder of Dues
Use only with permission
© 2004 by of author and either
James Ray Hannum, Jr. General Grand Chapter
or local Grand Chappter.

A
L
A T

Date: _______________________________

From: The Office of the Secretary of

_____________________________ Chapter No. ______
To: __________________________________________________________________
The bylaws of our Chapter provide that dues and assessments shall be paid ___________________________
________________________ in advance. We have not received your payment for dues and Grand Chapter
assessments for the years ___________________________. Non–payment of dues or assessments can result
in your suspension from our Chapter. We are all proud to be members of this Order, and we do not
want to lose you as a member of this Chapter. We urgently request immediate payment as follows:

Dues $
Grand Chapter Assessments $
Total Owing $

Payment should be sent to the Secretary. If you cannot pay these dues and assessments for any reason,
please contact one of the members of the relief committee or Secretary, whose names and addresses
are listed below.

Fraternally,

Worthy Matron (print name) Worthy Patron (print name)

Address Address

Secretary — signature
Address Address

Secretary — print name

Phone Phone

Address
Email Email

Address

Phone Associate Matron (print name) Associate Patron (print name)

Email Address Address

Address Address

(seal)
Phone Phone

Email Email
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Reminder of Dues

aa
 Notice of Delinquent Dues © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chappter.

A
L
A T

Date: _______________________________

From: The Office of the Secretary of

____________________________________ Chapter No. ______

To: ____________________________________________________________________________________________

Your dues and Grand Chapter assessments totaling $______________ for the years _____________ remain unpaid.

Because of these outstanding dues and assessments, you will be suspended at the stated meeting of this
Chapter being held on ____________________________________. To avoid suspension, you must pay the above
amount at or before that meeting or give the Chapter good and satisfactory reasons for your failure to do so.
(See the excerpt from the Constitution and Laws below.)

Please give this matter your prompt attention.

Fraternally, Secretary’s name (print)

(seal)

Address

City State Zip

Secretary (signature)
Phone email

Sec. 249. PERIOD OF DELINQUENCY. A member who fails to pay
Chapter dues or Grand Chapter annual per capita fees or special
assessments for a period of six months from the close of the calendar
year in which payment shall have been due, may be suspended;
however, a member who fails to pay Chapter dues or Grand Chapter
annual per capita fees or special assessments for a period of one
year from the close of the calendar year in which payment shall
have been due, shall be suspended, unless the Chapter shall, by
majority vote, excuse such failure. If the Chapter suspends the
member for non-payment, the Chapter shall not be required to pay
such member’s eastern star home assessments. While in effect, such
suspension shall deprive a member of all the rights and privileges of
the Order, including the right to represent herself/himself to be a
member thereof, or to use or display the emblems of the Order
provided that if the member has plural membership and has paid
such dues and assessments to one Chapter or is a Life Member of
one Chapter, but has not paid dues to or is not a Life Member of the
other Chapter, he or she (as the case may be) shall be suspended
from membership in the Chapter to which he or she has failed to
pay dues, or is not a Life Member but shall not be deprived of any of
the rights or privileges of the Order in the Chapter in which they
remain in good standing. If such suspension is continued for six
months, membership is thereby terminated, except for purposes of
discipline, subject only to petition for reinstatement, as hereinafter
provided.
Notice Before Suspension. If any member shall fail to pay such dues
and/or assessments for the period hereinabove provided, the
Secretary shall inform the Worthy Matron thereof, and if directed by
the Worthy Matron to do so, shall notify such member, by certified
03/06/2006 last change 03/06/2006
mail, requiring a return receipt, that, at the first stated meeting
which comes one month or longer, thereafter, the date of which
shall be given in the notice, the member will be suspended from all
the rights and privileges of the Order, unless the member makes
such payment or, at such meeting, shows good and satisfactory
reasons for failing to do so.
Name Read and Suspension Required in Open Chapter. If such
member fails to pay such dues and/or assessments by the time
specified in such notice, or to furnish reasons satisfactory to the
Chapter for such failure, the Secretary shall read the name of such
delinquent member in open Chapter, at such stated meeting, and
the Worthy Matron shall thereupon declare such member
suspended. Such suspension is not thereafter subject to
reconsideration.
Notice After Suspension. The Secretary shall thereupon mail such
member a notice, informing him of his suspension, that such
suspension is from all the rights and privileges of the Order, and
that, if within six months such delinquent sums, and subsequent
arrearages are not paid, he can be reinstated only by petition for
reinstatement to the Chapter, as provided, in Section 250.
Dual Membership. Members who are dual members and who are
suspended from the Chapter in another jurisdiction for non-
payment of dues, or other cause, are automatically suspended from
a Chapter in this jurisdiction; or, if suspended from a Chapter in
California, the Secretary of the Chapter shall immediately advise the
Secretary of the Chapter in another jurisdiction in which membership
is held, of such suspension.

Notice of Delinquent Dues

(Optional)

ab
 Suspension Forms

Notice of Suspension
F
Use only with permission
© 2004 by of author and either
James Ray Hannum, Jr. General Grand Chapter
or local Grand Chapter.

A
L
of a suspended dual member
A T

Date: _______________________________

From: The Office of the Secretary of

____________________________________ Chapter No. ______, O. E. S.

To: _____________________________________________________________________________________________

The Worthy Matron has received satisfactory evidence that you have been suspended from your dual chapter.
Pursuant to Sec. 249 of the Constitution and Laws of the Grand Chapter of California, O.E.S., you are automatically
suspended from all the rights and privileges of the Order of the Eastern Star.

Upon presentation to the Worthy Matron of evidence of your reinstatement in your dual chapter, you will be
immediately and automatically reinstated into this Chapter.

Dues and assessments may continue to accrue during your suspension.

If we can provide any assistance in resolving this matter, please contact either the Worthy Matron or the
Secretary. We look forward to your reinstatement and future participation in our Chapter.

Worthy Matron (seal)

Secretary

In California, a dual member is a member of both a chapter under REINSTATEMENT

the jurisdiction of the Grand Chapter of California and a chapter
outside of California (see Section 192 of the Constitution and Sec. 250. PROVISION FOR, AND RULES GOVERNING. . . .
Laws for further information). Reinstatement in the suspending Chapter of multiple member
(one holding dual or plural membership) shall immediately and
Sec. 249. PERIOD OF DELINQUENCY. . . . automatically restore her/him to membership in the other
Dual Membership. Members who are dual members and who Chapter in this Jurisdiction of which she/he was a member.
are suspended from the Chapter in another jurisdiction for non-
payment of dues, or other cause, are automatically suspended
from a Chapter in this jurisdiction; or, if suspended from a
Chapter in California, the Secretary of the Chapter shall
immediately advise the Secretary of the Chapter in another
jurisdiction in which membership is held, of such suspension.

02/01/2005 last change 06/22/2007

Notice of Suspension (Dual)

ac
 Notice of Suspension F

for non-payment of dues or assessments

Use only with permission
© 2004 by of author and either
James Ray Hannum, Jr. General Grand Chapter
or local Grand Chappter.

A
L
A T

Date: _______________________________

From: The Office of the Secretary of

____________________________________ Chapter No. ______, O.E.S.

To: _____________________________________________________________________________________________

You are hereby notified that at the stated meeting of this Chapter held on ___________________________________,
you were suspended for non-payment of dues and Grand Chapter assessments totaling $___________________.

This suspension is from all the rights and privileges of the Order. If the above amount, and any subsequent
arrearages, are not paid within six months, you can be reinstated only by petition for reinstatement as provided
in Section 250 of the Constitution and Laws.

Additional charges may continue to accrue during your suspension.

Worthy Matron (seal)

Secretary

REINSTATEMENT Reinstatement is complete upon announcement of a favorable

Sec. 250. PROVISION FOR, AND RULES GOVERNING.
Suspension for nonpayment of dues or assessments, or both,
may be terminated and the member reinstated by the suspending
Chapter only, unless it is extinct, and in that event by Grand
Chapter, by proceeding as follows:
(1) Within Six Months. If, within such six months’ period all or a
portion of arrearages, dues and/or assessments shall have been
remitted as provided by Section 248, and the remainder, if any,
shall be paid, the Worthy Matron shall authorize the termination
of the suspension and declare the member reinstated.
(2) After Six Months’ Suspension. Reinstatement as a member
in good standing of the Chapter, after six months’ suspension for
nonpayment of dues and/or assessments may be effected only
by petition for reinstatement, and the same procedure followed
as required for a petition for membership, except that such
petition for reinstatement need not be signed by two members
of the Chapter in which such petition is filed, but may be signed
by the petitioner alone, and requires a ballot containing less
than three cubes to reinstate the suspended member. If three
cubes are cast on the ballot, a reballot shall immediately be
taken, to correct any possible error. If the petitioner is no longer
a resident of the jurisdiction of the Chapter, the Worthy Matron
shall request the Worthy Matron of a Chapter within whose
jurisdiction the petitioner is residing to appoint an investigating
committee. Reports of the Committee shall be certified over seal
of the investigating Chapter and returned to the Chapter
petitioned.
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ballot.
The amount set by the Chapter at or prior to the time the petition
is presented must be paid before any action is taken upon the
petition.
No qualifications concerning residence or Masonic relationship
are required, except that a petitioning brother must show that
he is at that time an affiliated Master Mason in good standing.
If rejected, the petitioner is entitled to a certificate of restoration
in the Order, which shall have the same effect as a demit for the
purpose of a petition for affiliation, or for visitation.
The result of the ballot shall be entered in the minutes of the
meeting and a marginal reference thereto shall be made
opposite the minutes of the former meeting recording the
petitioner’s suspension and showing the date of such action.
The dues and assessments paid under this section shall be
retained by the Chapter and such annual per capita fees and
special assessments as are due on account of the member shall
be paid to the Grand Chapter.
Note: For Grand Chapter demits of suspended members of
extinct or suspended Chapters, see Sec. 236.

Notice of Suspension (Dues)

ad
 Notice of Suspension F

for loss of Masonic standing

Use only with permission
© 2004 by of author and either
James Ray Hannum, Jr. General Grand Chapter
or local Grand Chappter.

A
L
A T

Date: _______________________________

From: The Office of the Secretary of

____________________________________ Chapter No. ______, O.E.S.

To: _____________________________________________________________________________________________

Satisfactory evidence has been provided to the Worthy Patron that you are no longer in good standing in any
Masonic Lodge. Therefore, you are no longer in good standing in the Order of the Eastern Star.

You are hereby notified that at the stated meeting of this Chapter held on ___________________________________,
you were declared suspended for loss of Masonic standing.

This suspension is from all the rights and privileges of the Order. When you have been reinstated in good
standing in a Lodge, or if this suspension was in error, please provide to the Worthy Patron evidence of your
good standing in a Masonic Lodge. If such evidence is presented within six months of this suspension, and any
arrearages of dues and assessments are paid, you will be reinstated into the chapter. However, if this is not
accomplished within six months of the suspension, you can be reinstated only by petition for reinstatement
as provided in Section 250 of the Constitution and Laws.

Additional charges may continue to accrue during your suspension.

Worthy Matron (seal)

Secretary

LOSS OF MASONIC STANDING Sec. 242. REINSTATEMENT. On reinstatement in good standing

Sec. 240. LOSS OF MASONIC STANDING. A brother loses his
good standing in the Order immediately upon losing his good
standing as a Master Mason; but the standing of a sister, once
she becomes a member of the Order, is not affected by any loss
of Masonic eligibility requirements.
Sec. 241. SUSPENSION. When a brother is suspended or expelled
from a lodge of Master Masons, or demits therefrom, he is
thereby deprived of all the rights of membership in the Order of
the Eastern Star, until reinstated in good standing as an affiliated
Master Mason and in this Order, as hereinafter provided.
Upon being informed thereby a Master Mason who is a member
of the brother’s lodge, and confirmation thereof by an officer of
such lodge, or upon evidence satisfactory to the Worthy Patron,
the Worthy Matron shall declare the brother suspended,
whereupon the brother is not entitled to any refund of dues
and/or assessments paid in advance or if a life member, to any of
the fee paid therefor.
02/01/2005 last change 02/01/2005
as an affiliated Master Mason, the brother is thereby restored to
good standing in the Chapter, if clear on the books, or on
payment of any arrearages of dues and/or assessments due to
the date of such restoration; provided, however, that if the
brother was declared suspended, and the period of suspension
from the Chapter is more than six months, such brother shall
also be required to petition for reinstatement, and the procedure
as set forth in Section 250 shall be followed. On being restored to
good standing in the Chapter without prior declaration of
suspension, the Worthy Matron may declare the suspended
brother reinstated in her discretion or on his request; but, if he
was declared suspended, she must declare him reinstated, and
such declaration shall be recorded in the minutes. On
reinstatement, he is entitled to the benefit of any advance
payment of dues and/or assessments or life membership fees
standing to his credit on the books of the Chapter. Dues and/or
assessments may be remitted as provided in Section 250.

Notice of Suspension (Masonic standing)

ae
 ro f the Eastern S
rd e tar
O © 2003 by
F

James Ray Hannum, Jr.

Use only with
permission of author and
General Grand Chapter

A
A T

Notification of Suspension of Dual Member

Date: _______________________________

From: The Office of the Secretary of

___________________________________ Chapter No. ______ of _____________________, California

To: The Officers and Members of

___________________________________ Chapter No. ______ of ________________________________

Please take notice that Sister/Brother _________________________________________________________________,

who became a dual member on _____________________________________________________ by affiliating with
_________________________________________ Chapter No ______ of _________________________________________,
❑ has been suspended for non-payment of Dues and Assessments. We will inform you when this
member has been reinstated.
❑ has been suspended due to loss of Masonic standing. We will inform you when this brother has
been reinstated. The Lodge that suspended him can be contacted at __________________________
________________________________________________________________________________________________.
❑ has been suspended for a period of _________________________ months, after a trial. She/He will
automatically be restored to good standing on ____________________________________.
❑ has been suspended ___________________________________________________________________________
_________________________________________________________________________________________________
_________________________________________________________________________________________________.

Given under our hand and the seal of the Chapter

this ______ day of ____________________________ 20_____.

______________________________________________________
Worthy Matron (seal)

______________________________________________________
Secretary

In accordance with Sec. 249 of the Constitution and Laws, when a dual
member is suspended, notice must immediately be sent to the Secretary of
the Chapter in the other Jurisdiction.

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Notification of Suspension of Dual Member

af
Reinstatement / Restoration Forms

ro f the Eastern S
rd e tar
O © 2003 by
F

James Ray Hannum, Jr.

Use only with
permission of author and
General Grand Chapter

A
A T

Notification of Restoration of Dual Member

Date: _______________________________

From: The Office of the Secretary of

___________________________________ Chapter No. ______ of _____________________, California

To: The Officers and Members of

___________________________________ Chapter No. ______ of ________________________________

Please take notice that Sister/Brother _________________________________________________________________,

who became a dual member on _____________________________________________________ by affiliating with
_________________________________________ Chapter No ______ of _________________________________________,
and who was suspended on __________________________________, has been restored at a stated meeting
held on ____________________________________.

❑ She/He is no longer a member of _________________________________________ Chapter No. ______ of

______________________________________, California, and, therefore, is no longer a dual member.

Given under our hand and the seal of the Chapter

this ______ day of ____________________________ 20_____.

______________________________________________________
Worthy Matron (seal)

______________________________________________________
Secretary

When a member, who was a dual member at the time of her/his suspension
is reinstated, a notice is to be sent to the Chapter to which the Notification
of Suspension of Dual Member was sent.

06/01/2004 last change 08/03/2004

Notification of Restoration of Dual Member

ag
To all members
ro f the Eastern S
of the

rd e tar
O © 2003 by
F

James Ray Hannum, Jr.

Use only with
permission of author and
General Grand Chapter

A
A T

This: Certificate of Restoration

Witnesseth that ____________________________________________________, whose signature appears below, was
restored to membership in the Order by _________________________________________________ Chapter No. ______,
under the jurisidiction of the Grand Chapter of California, on the ________ day of _____________________, 20 ____.
❑ At the time of the suspension, this member held dual/plural membership and was also a member of
______________________________________________ Chapter No. ______ of ___________________________________________.
Member’s History: California Member No. _______________
On ____________________________, this member joined __________________________________________________________ Chapter No. ______
located at ___________________________________________________________________________ by Initiation/Affiliation.
This Chapter has become ___________________________________________________________________________________ Chapter No. ______
located at __________________________________________________________________________through consolidation/name change.
State reasons and give dates when membership was not continuous: ___________________________________________________________
______________________________________________________________________________________________________________________________________
Life Sponsor of the Eastern Star Home in California? ❑ Yes ❑ No
Served as Worthy Matron/Worthy Patron: _______________________________________________________________________________________
Other offices held: _______________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
Awards received: ________________________________________________________________________________________________________________
Additional membership information: ___________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________
Additional membership history, if available, may be listed on the reverse.
Given under our hand and the seal of the Chapter
this ______ day of ____________________________ 20_____.

______________________________________________________
Worthy Matron (seal)
______________________________________________________
Member
______________________________________________________
Secretary
This certificate is to be given to a member who was suspended, other than by In California, if a Demit was issued more that six months prior to the submission of
trial, for over six months and who paid all fees required by the chapter, but whose a Petition for Affiliation and if there is no endorsement on the Demit showing that
Petition for Reinstatement was rejected. It has the same effect as a Demit for the at least six months dues have been paid to a Chapter within the last six months,
purpose of a petition for affiliation or for visitation. then, in addition to the regular affiliation fees, six months worth of dues, of the
Chapter where the Petition for Affiliation is being submitted, must be paid. These
A member who was a dual/plural member prior to her/his suspension should dues are non-refundable. Upon receipt of these dues, the Secretary must endorse
surrender this document to her/his current chapter immediately, or as soon the Demit indicating receipt of those dues. Payment of these dues does not place
as she/he has been restored to good standing in that chapter. No member in the member in good standing, but does reinstate the right of affiliation or visitation
good standing in a Chapter should ever possess a demit. for a period of six months from the endorsement. See C&L Section 202. Additional
endorsements should follow the format below and be placed on the reverse.

I, ______________________________________, Secretary of ______________________________________________________________ Chapter No. ______

of _________________________________________________________________, acknowledge receipt of funds in the amount of ______________,
which is six months dues of this Chapter.
(seal)
Date: ___________________________ ___________________________________________
Secretary
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Certificate of Restoration
(Mandatory)

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This page was intentionally left blank.

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 Petitions

PETITION FOR AFFILIATION

__________________________________________________, California, ____________________________, 20____

To the Worthy Matron, Worthy Patron, and Members of ____________________________________ Chapter No. ______, Order of the Eastern Star:

I, the undersigned, respectfully represent that I was regularly initiated in ____________________________________________ Chapter No. ________,
loca ted at _______________________________________________ Count y of ________________________________, State of ________________________
on t he __________ day of ____________________, __________.

I ❏ am now / ❏ was last a member of _________________________________________________________________________ Chapter No. _________,

loca ted at ________________________________________________________________ Count y of _________________________________________________,
State of ____________________________________, as will appear by the accom panying ❏ Certificate (or Letter) of Good Standing / ❏ Demit,
and that I now soli cit affili ation with ______________________________________________________________________ Cha pter No. ________ loca ted
at ________________________________________________, Ca lifor nia as ❏ an Affiliated member / ❏ a dual or plural member.

If the petitioner is a brother, he shall fill in the following:

I am now a member in good standing of _______________________________________________________________ Lodge, No. __________ F.&A .M.
of _________________________________________________________________________________________________________________.
Any willful concealment of a material fact or any fraud
______________________________________________________________________
practiced in obtaining membership shall subject the (Signature)
member to disciplinary action and this may result in
suspension or expulsion from the Order. Recom mend ed by _________________________________________________________

_________________________________________________________
QUESTIONNAIRE
(All answers must be printed neatly by the petitioner.)

1. What is your full name? __________________________________________________________________________________________________________

2. Where do you reside? ____________________________________________________________________________________________________________
Phone: _ ___________________________ Email: ____________________________________________________________________________________
3. When and where (city & state or country) were you born? ________________________________________________________________________
4. Where was your last place of residence? ____________________________________________________________________________________________
5. What is your occupation and place of business (include the address)? _______________________________________________________________
__________________________________________________________________________________________________ Phone __________________________
6. Please note all aliases and previous names: _________________________________________________________________________________________
7. Have you ever petitioned any other Cha pter for affili ation? ________ What Chapter? __________________________________________________
What action w as taken on y our petition? _ __________________________________________________________________________________________
8. Have you ever belonged to a California Chapter? ________ List Chapter Names(s), Numbers(s), and dates of membership:
__________________________________________________________________________________________________________________________________
9. Have you ever been adjudged a habitual criminal or had a final conviction of felony under the law of any State or of the USA? ___________
10. List next of kin, not residing in your household: ___________________________________________________________________________________
Address: _ _______________________________________________________________________________________ Phone _ _________________________

REPORT ON PETITION
The Committee of Investigation on the above petition, having made a strict and careful examination, reports ______ favorably upon the
petition of the above-named applicant.

Dated at ____________________________________________________________________________, California, __________________________, 20____

Worthy Matron

2008/12/19 jrh last change 2009/01/05

_______________________________ Cha pter No. ________, OES

Petition for Affiliation

(front) (Mandatory)

aj
 PETITION FOR AFFILIATION

________________________________ Chapter No. ______

__________________________________________, California

ORDER OF THE EASTERN STAR

Petition of

____________________________________________________
Presented __________________________________, 20 ____
Approved __________________________________, 20 ____
Rejected ___________________________________, 20 ____
Signed Bylaws _____________________________, 20 ____

ak
PAYMENT REQUIRED WITH APPLICATION

(back)(Mandatory)
Fee for Degrees $ __________

Petition for Affiliation

Grand Chapter Endowment Fund* $ __________
International Headquarters,
Washington, DC** 5.00
$ __________

Total Fees Submitted $ __________

*$15.00 if affiliating on Demit or Certificate (or Letter) of Good Standing from
Chapter outside of California. $10.00 if from one in California.
** Unless previously a member of this chapter.

Membership Number ______________________________

 Petition for Initiation
__________________________________________________, California, ____________________________, 20____

To the Worthy Matron, Worthy Patron, and Members of ____________________________________ Chapter No. ______, Order of the Eastern Star:

I, the undersigned, having reached the age of 18, being of sound mind and able (with the use of artificial aids if necessary) to participate in the
ceremony of initiation, respectfully petition to receive the Degrees of the Order of the Eastern Star, and become a member of your Chapter.
If accepted, I pledge myself to a cheerful obedience of the Laws of the Order.

Name: ________________________________________________________________________________________________________________________________
(print name in full)

Residence: _________________________________________________________________________________________________, California _______________

(Street/City/Country) (Zip code)

Phone: (______) ________________ email: ______________________________________________________________________

(1) ________________________________________ of _________________________________________________________________________, a member of

(Relationship)

________________________________________________________ Lodge No. __________ F.&A.M. of _____________________________________; or

(City and State)

(2) _____________________________________________________________ of ___________________________________________________________________

(a Majority member/active member for three or more years) (Name of Assembly or Bethel)

No. ________, International Order of ______________________________ of ______________________________________________________________

(Rainbow for Girls/Job’s Daughters) (City and State)

Recommended by ________________________________________________________ and ________________________________________________________

Questionnaire
(All answers must be printed neatly by the petitioner.)
1. When were you born? _______________________________________ or (b) obedience to the Constitution and Laws of the United
(Month/Day/Year)
States of America? ___________________________________________
Where? _____________________________________________________
(City/County/State/Country)
7. Have you ever been adjudged an habitual criminal or had a
2. Have you resided in the State of California for the last twelve final conviction of a felony under the law of any State or of the
months? ____________________________________________________ USA? _______________________________________________________
3. State your occupation; former occupation, if retired: 8. Do you have a patriotic regard for the United States of
_____________________________________________________________ America? ___________________________________________________

4. Have you ever presented a petition to any Chapter of the Order 9. List next of kin, not residing in your household:
of the Eastern Star? __________________________________________ _______________________________________________________
(Name)
If so, when and to what Chapter? ____________________________
_____________________________________________________________
_____________________________________________________________ (Street address)

State the outcome: __________________________________________ _____________________________________________________________

(City, State, Zip)

5. Do you believe in a Supreme Being and a future existence? _____________________________________________________________

(Phone number)
_____________________________________________________________
10. Do you, upon your honor, declare the foregoing statements to be
6. Do you know of any legal, religious, or moral reason true? ________________________________________________________
preventing your: (a) fidelity to the obligation of the Order?
__________________________________________________________, _____________________________________________________________
Signature
Any willful concealment of a material fact or any fraud practiced in obtaining membership shall subject the member to disciplinary
action and this may result in suspension or expulsion.
report on petition
The Committee of Investigation on the above petition, having made a strict and careful examination, reports ______ favorably as to character
and ______ favorably as to eligibility of petitioner.
Dated at ___________________________________________________________________________, California, __________________________, 20____

Worthy Matron

2008/12/19 jrh last change 2000/01/05 _________________________________ Chapter No. ______, OES

Petition for Initiation

(front)(Mandatory)

al
 PETITION FOR INITIATION

_______________________________ Chapter No. _______

__________________________________________, California
ORDER OF THE EASTERN STAR

Petition of

____________________________________________________
Presented __________________________________, 20 ____
Approved __________________________________, 20 ____
Rejected ___________________________________, 20 ____

am
Initiated __________________________________, 20 ____

PAYMENT REQUIRED WITH APPLICATION

(back)(Mandatory)
Petition for Initiation
Fee for Degrees $ __________
Grand Chapter Endowment Fund 15.00
$ __________
International Headquarters,
Washington, DC 5.00
$ __________

Total Fees Submitted $ __________

Membership Number _______________________________

 PETITION FOR REINSTATEMENT
To the Worthy Matron, Worthy Patron, Officers and Members of

______________________________________________________________________________ Chapter No. _____________, O. E. S.

The Undersigned respectfully represents that she/he was regularly initiated/affiliated in the Chapter above named on the

____________ day of ______________________________________, 19/20______; that she/he was suspended from said Chapter for

nonpayment of dues on the ____________ day of __________________________, 19/20_____________. And (in case of a Brother)

that he is a member in good standing of _________________________________________ Lodge No. __________ F.&A.M., located at

_________________________________________________. The undersigned now petitions to be reinstated to membership in the

Order and in said Chapter, and tenders in payment the amount required by the Chapter.

_________________________________________________________________
(Signature. Sign all names in full.)

__________________________________________________________________________
(Address)

__________________________________________________________________________
(City) (State) (Zip)

(Phone) (_________) _______________________________________________

QUESTIONNAIRE
(All questions must be answered in the handwriting of the petitioner.)

1. Name at time of suspension: ___________________________________________________________________________________

2. Address at time of suspension: __________________________________________________________________________________

__________________________________________________________________________________

3. Cause of suspension: __________________________________________________________________________________________

4. Reason for desire for reinstatement: _____________________________________________________________________________

5. State your occupation: ________________________________________________________________________________________

6. List next of kin, not residing in your household ___________________________________ (Phone) (_______) __________________

(Address) ___________________________________________________________________________________________________

7. Have you ever been adjudged an habitual criminal or had a final conviction of a felony under the Law of any State of the U.S.A.?
___________________________________________________________________________________________________________

REPORT ON PETITION

The Committee of Investigation on the above petition, having made a strict and careful examination, reports ________ favorably as to

character and __________ favorably as to eligibility of petitioner.

Dated at ___________________________________________________California _________________________________, 20 ______

________________________________________________________ Worthy Matron of

__________________________________________ Chapter No. _____________ O.E.S.

Grand Chapter of California 2004/slw

Petition for Reinstatement

(front)(Mandatory)

an
 PETITION FOR
REINSTATEMENT



_________________Chapter No._______

Order of the Eastern Star



PETITION OF

_________________________________

Presented ___________________ 20____

Elected _____________________ 20____

ao
Rejected ____________________ 20____

Signed the Bylaws ____________ 20____

(back)(Mandatory)


Petition for Reinstatement

PAYMENT REQUIRED WITH APPLICATION

Fee for Reinstatement …….....…. $______



Membership Number ________________


 REPORT ON PETITION

_____________________________________________________________________________Chapter No. ________________, O.E.S.

_________________________________________________________________, California _________________________, 20______

Sister/Brother _____________________________________________________________________ you have been appointed one of a

Committee on the petition of _____________________________________________________________________________________

_____________________________________________________ of ______________________________________________________
(Relationship)

Member of____________________________________________________________________ Lodge No._____________F.&A.M., OR

____________________________________________________________________ Chapter No. _________________O.E.S.

of _____________________________________________ to become a member of this Chapter by: Initiation/Affiliation/Reinstatement.

Residence: _________________________________________
________________________________________
Phone Number: (__________) _________________________
Occupation: _________________________________________
Place of Business: ____________________________________
Recommended by:
___________________________________________________

and _______________________________________________

It is the duty of the committee to visit the Petitioner, to make a strict examination into the moral qualifications and Masonic
standing or relationship, or International Order of Rainbow for Girls or International Order of Job’s Daughters qualification of the
applicant, and to report thereon to the Worthy Matron at or before the next meeting of the Chapter to be held on ________________.

You are/are not designated as the member of the Examining Committee to ask the questions on the reverse side of this form.

You are/are not designated as the Master Mason to review the Masonic standing of the applicant or the applicant's relative.

___________________________________________________
Worthy Matron

REPORT OF COMMITTEE ON PETITION FOR INITIATION

Having made a strict and careful examination, I hereby report ______ favorably as to character and ______ favorably as to eligibility.
(There must be exhibited to the committeeman documentary evidence of (1) the required Masonic affiliation, as follows: Either (a) a
certificate, under seal of a regular Masonic lodge, dated within three months prior thereto, of the good standing of the Masonic
petitioner or required relative; or, if the relative is deceased, a certificate of his good standing at the time of his death; or (b) a current
receipt for Masonic dues, supported by the oral or written statement of the Mason that he is actually in good standing at the time; OR
(2) Majority Certificate for the International Order of (a) Rainbow for Girls, or (b) Job’s Daughters, or (3) satisfactory proof of 3 years’
active membership in either the International Order of (a) Rainbow for Girls, or (b) Job’s Daughters.)

___________________________________________________
Member of Committee

REPORT OF COMMITTEE ON PETITION FOR AFFILIATION OR REINSTATEMENT

Having made a strict and careful examination, I hereby report ______ favorably as to character and ______ favorably as to eligibility.
(NOTE. Evidence of the Masonic standing of a male relative does NOT have to be exhibited by a Sister applying for affiliation or
reinstatement, but MUST be exhibited by Brothers in the form required above as on their petition for initiation.)

Dated at ______________________________________________________, California ____________________________, 20______

___________________________________________________
Member of Committee
2003/slw

Report on Petition
(front)(Mandatory)

ap
The member of the Examining Committee designated by the Worthy Matron must ask the
applicant the following questions and the answers thereto must be written in the spaces
provided:

QUESTIONS TO BE ASKED OF AN APPLICANT FOR INITIATION

Where were you born? ____________________________________________________________

How long have you lived in California? _______________________________________________

Do you believe in a Supreme Being? _________________________________________________

What benefit do you expect to derive in becoming a member of the Order of the Eastern Star?

_______________________________________________________________________________

_______________________________________________________________________________

Do you know of any legal, religious or moral reason preventing:

(a) your fidelity to the obligation of the Order? ________________________________________

or (b) your obedience to the Constitution and Laws of the United States of America?
_______________________________________________________________________________

Have you ever been adjudged an habitual criminal or had a final conviction of a felony under the
law of any State or of the U.S.A.?____________________________________________________

The Master Mason on the Investigating Committee shall ask the female applicant to show the
current dues receipt or certificate of good standing of the related Master Mason, OR the
designated member of the committee shall ask to see either (1) the Certificate of Majority in the
International Order of (a) Rainbow for Girls, or (b) Job’s Daughters, or (2) satisfactory proof of
three years’ active membership in the International Order of (a) Rainbow for Girls or (b) Job’s
Daughters. The Master Mason on the investigating committee shall ask the male applicant to
show his current dues receipt.

Name of Lodge: _____________________________________________ No. ________________

Name on receipt: ________________________________________________________________
Date: ______________________, 20______ Dues Paid: _____________________, 20_____
Majority Certificate ___________ OR proof of three (3) years’ active membership ____________
for the International Order of (a) Rainbow for Girls _________ or (b) Job’s Daughters ________

QUESTIONS TO BE ASKED OF AN APPLICANT FOR AFFILIATION:

What were your reasons for leaving your former Chapter? _______________________________
_______________________________________________________________________________
_______________________________________________________________________________
What is your reason for wishing to affiliate with this Chapter? _____________________________
_______________________________________________________________________________
_______________________________________________________________________________

Report on Petition
(back)(Mandatory)

aq
 Order of the Eastern Star

INSTRUCTIONS FOR MEMBERS OF THE INVESTIGATING COMMITTEE

INVESTIGATING A PETITION IS A PRIVILEGE AND AN HONOR.

This Committee is secret; so do not give any information to anyone but your
Worthy Matron. Please instruct the petitioner not to disclose the name of the
investigators.

Return the investigating blank to the Worthy Matron on or before the set date,
by mail or in person.

Make an appointment to see the petitioner personally. Do not delay after getting
the blank. NEVER conduct your investigation by telephone.

ONLY THE BROTHER on the investigating committee must see a Masonic receipt,
or investigate Masonic affiliation.

ANY designated member on the investigating committee may verify the

Certificate of Majority from, or evidence of three years’ active membership in, the
International Order of Rainbow for Girls or the International Order of Job’s Daughters.

Answer all questions that have not been crossed off, and sign the investigating
blank.

If you have any questions concerning your duties on this committee, contact
ONLY the Worthy Matron.

If you cannot make this investigation, call the Worthy Matron immediately.

The Sisters shall instruct the petitioner in the correct dress for initiation.
Appropriate dressy clothing may be either long or short dresses for the ladies. For men
a suit or sport jacket and tie is appropriate. In some Chapters very formal attire may be
suitable. It is NOT traditional for ladies to wear hats, gloves, or pant suits for initiation.

Any presentations may be made following the meeting.

Inform your Worthy Matron by telephone that you have completed the
investigation, so that she may be ready to act upon the petition at the next meeting.

DO NOT TELL the petitioner when they will be initiated.

READ YOUR REPORT CAREFULLY.

2004/slw

Instructions for Members of the Investigating Committee

ar
 of th e Eastern
e r Sta
Ord r

From: The Office of the Secretary of

_____________________________ Chapter No. ______
Notice of Election to Become
a Member by Affiliation
To: __________________________________________________________________
At a meeting of the above named Chapter held on ____________________________ 20______, you were
elected to membership by Affiliation. We look forward to having you as a member of our Chapter.
Please be present to sign the bylaws and for introduction on :
____________________________, 20______ at _______________ am/pm at ______________________________________
________________________________________________________________________________________________________.
If, for any reason, you cannot attend this meeting, you must immediately contact the
Worthy Matron at the address listed below.
❏ The Worthy Matron has chosen to have the Chapter perform the Affiliation Ceremony for you.
Please wear appropriate clothing for the ceremony. Ladies should wear a long or short dress; however,
a skirt and blouse will suffice. Gentlemen should wear a suit or a sport jacket and tie. You may want to
wear comfortable shoes.
The dues of this Chapter are $_____________ per year, plus any assessments by the Grand Chapter.
The Grand Chapter assessments are currently $________. You should bring a check totaling $__________,
for $_______ in Grand Chapter assessments and $_________ in prorated dues, with you to your Affiliation.
It should be made payable to this Chapter and be given to the Secretary before the meeting.
If you do not already have one, you may obtain a Life Sponsorship in the Eastern Star Home by a
donation of $50.00 to the Grand Chapter Endowment Fund. This Life Sponsorship will exempt you, in
any Chapter in which you may be a member, from assessments by the Grand Chapter for the support
and maintenance of the Eastern Star Home.
❏ You may purchase a life membership in this Chapter for the sum of $____________________. This life
membership will exempt you from payment of dues to this Chapter.

Worthy Matron (print name)

_________________________________________
Secretary Address

Address Address

(seal)
Address Phone

Phone Email Email

2008/03/24 jrh last change 2009/05/27

Notice of Election — Affiliation

(Optional)

as
 ro f the Eastern S
rd e tar
O © 2004 by
F
James Ray Hannum, Jr.
Use only with permission
of author and either
General Grand Chapter
or local Grand Chapter.

A
L
A T

From: The Office of the Secretary of

_____________________________ Chapter No. ______

Notice of Election to Receive

the Degrees by Initiation
To: __________________________________________________________________
At a meeting of the above named Chapter held on ____________________________ 20______, you were
elected to receive the degrees of the Order. We look forward to having you as a member of our Chapter.
Please be present for Initiation on:
____________________________, 20______ at _______________ am/pm at ______________________________________
________________________________________________________________________________________________________.
If, for any reason, you cannot attend your initiation, you must immediately contact the
Worthy Matron of this Chapter at the address listed below.
Appropriate clothing should be worn for your initiation. Ladies should wear a long or short dress;
however, a skirt and blouse will suffice. Gentlemen should wear a suit or a sport jacket and tie. You may
want to wear comfortable shoes for your Initiation — you will be standing and walking some. Members
of the Order do not wear hats or gloves at Chapter meetings.
The dues of this Chapter are $_____________ per year, plus any assessments by the Grand Chapter.
The Grand Chapter assessments are currently $________. You should bring a check totaling $__________,
for $_______ in Grand Chapter assessments and $________ in prorated dues, with you to your Initiation.
It should be made payable to this Chapter and be given to the Secretary before the meeting.
You may obtain a Life Sponsorship in the Eastern Star Home by a donation of $50.00 to the
Grand Chapter Endowment Fund. This Life Sponsorship will exempt you from assessments by the
Grand Chapter for the support and maintenance of the Eastern Star Home.
❏ You may purchase a life membership in this Chapter for the sum of $____________________. This life
membership will exempt you from payment of dues to this Chapter.

Worthy Matron (print name)

_________________________________________
Secretary Address

Address Address

(seal)
Address Phone

Phone Email Email

2008/03/24 jrh last change 2009/05/27

Notice of Election — Initiation

(Optional)

at
 ro f the Eastern S
rd e tar
O © 2003 by
F

James Ray Hannum, Jr.

Use only with
permission of author and
General Grand Chapter

A
A T

From: The Office of the Secretary of

_____________________________ Chapter No. ______

Notice of Rejection
To: __________________________________________________________________
You are hereby notified that your petition for membership in the above named chapter was rejected
at the meeting held on the ___________ day of ______________________ 20____.
If you submitted a Petition for Initiation, you may not submit another Petition for Initiation at this
or any other Chapter for two months following this rejection. If you submitted a Petition for Affiliation,
you may immediately submit a new Petition for Affiliation at any Chapter. See Section 223 of the
Constitution and Laws of the Grand Chapter of California below.

Dated this __________ day of ____________________ 20____, ____________________________________, California.

_________________________________________ (seal)
Secretary

Sec. 223. EFFECT OF REJECTION; NEW PETITION DEFERRED. No petitioner for initiation rejected by any Chapter of the
Order shall present a petition to the same or any other Chapter, nor shall such Chapter receive the same, within two months
after such rejection. A petitioner for affiliation, if rejected, may apply again to the same Chapter or any other Chapter at any
subsequent stated meeting. Following rejection of a previous petition a new petition must be presented, received and
referred to a new committee of investigation. Any person having been rejected in one Chapter, who presents a petition to
another before the expiration of such time, shall be deemed guilty of deception, and any election based thereon shall be
null and void. This paragraph shall be printed on all notices of rejection.
General Grand Chapter 2000 – Bylaws Chapter VI, Sections 3 (b) & 4

Standing Unaffected. The rejection of a petition for affiliation does not affect his standing in the Order or in his Chapter,
provided no demit has been issued.

04/01/2004 last change 08/03/2004

Notice of Rejection
(Optional)

au
 Order/Request Forms

ORDER FORM / PRICE LIST – April 11, 2009 Chapter Name_____________________________________ No.__________
(Please destroy all earlier versions)
Date_______________________ Secretary___________________________
Description Price Quantity Amount
BALLOT BALLS / BLACK CUBES
White Balls 3.00/ten
Black Cubes 3.00/six
BIBLE (White, Small approx. 4" x 6") 40.00/each
BINDER With Star insert for front cover
White – Plain – ½ inch – for Instruction Book only 12.00/each
White – Plain – 1 inch – for Constitution and Laws only 12.00/each
White – Plain – 2 inch – for both IB and C&L 15.00/each
BYLAW BOOK 60.00/each
CD OF C&L AND IB in PDF format (must be repurchased annually) 5.00/each
CERTIFICATES
Honorary Membership 1.00/each
Paid Life Membership 1.00/each
CONSTITUTION AND LAWS – COMPLETE THROUGH 2008 23.00/each
2008 Amendments for 2007 Reprint C&L 4.00/each
FORMS
Certificate of Discontinuance of Multiple Membership – 2004 2.00/dozen
Certificate of Good Standing – 2004 2.00/dozen
Certificate of Restoration – 2004 2.00/dozen
Demit – 2004 2.00/dozen
Fraternal Greetings – 2005 2.00/dozen
Instructions for Members of Investigating Committee – 2003 2.00/dozen
Notice of Annual Election – 2004 2.00/dozen
Notice of Delinquent Dues – 2004 2.00/dozen
Notice of Dues – 2004 2.00/dozen
Notice of Election for Affiliation – 2005 2.00/dozen
Notice of Election for Degrees (Initiation) – 2005 2.00/dozen
Notice of Rejection – 2004 2.00/dozen
Notice of Special Election – 2004 2.00/dozen
Notice of Suspension: Dues – 2004; ( ) Masonic Standing – 2005; ( ) Dual - 2005 2.00/dozen
Notification of Discontinuance of Multiple Membership – 2004 2.00/dozen
Notification of Member Relocation – 2004 2.00/dozen
Notification of Plural or Dual Membership – 2004 2.00/dozen
Notification of Restoration of Dual Member – 2004 2.00/dozen
Notification of Suspension of Dual Member – 2004 2.00/dozen
Petition for Affiliation – 2008 2.00/dozen
Petition for Initiation – 2008 2.00/dozen
Petition for Reinstatement – 2003 2.00/dozen
Reminder of Dues – 2004 2.00/dozen
Report on Petition (Investigation Committee) – 2001 2.00/dozen
Request for Demit – 2004 2.00/dozen
Summary of Bills – 2002 2.00/dozen
Summary of Receipts – 2005; ( ) Summary of Receipts continuation page - 2005 2.00/dozen
Verification of Membership – 2003 2.00/dozen
INSTRUCTION BOOK – COMPLETE THROUGH 2006 (latest for 2008) 8.00/each
2008 Amendments for 2006 Reprint IB N/A
JEWELS FOR OFFICERS Complete sets & other sizes/styles available – ask for
price.
Individual Badge, 2⅛" Gold Plate, specify Office: 40.00/each
Individual Badge, 2⅛" Enameled, specify Office: 60.00/each
LEDGER
Binder 50.00/each
Index Pages 20.00/set
Membership Pages (white) 7.00/dozen
Cash Pages (yellow) 7.00/dozen
Recap Pages (blue) 5.00/dozen
MINUTE BOOK
Bound – 8⅜" x 10⅜" 50.00/each
Bound – 8½" x 14" 70.00/each
Loose-leaf – 8½" x 11" 125.00/each
OFFICERS’ ROLL CALL BOOK 40.00/each

TOTAL FOR PAGE ONE – CARRY FORWARD TO PAGE TWO $

Order Form
(front)

av
 Description Price Quantity Amount
PAMPHLETS
Foundation Brochures Free
New Member Booklet $6.00/six 2.00/each
Prospective Member Tri-Fold $10.00/fifty 3.00/dozen
Questions and Answers Based on the Constitution and Laws TBA
RED BOOK – General Grand Chapter Constitution and Laws (2006) 40.00/each
Updates through 2006 17.00/each
REGISTER For Members and Visitors 60.00/each
REPLACEMENT PINS, 25-YEAR and 50-YEAR (Please Specify below.)
Only REPLACEMENT pins may be ordered on this form.
25 Name: Member No.: 6.00/each
50 Name: Member No.: 6.00/each
RIBBONS
Star Points’ Initiation Ribbons 20.00/set
1½" Wide Ribbon, Star Point Colors 2.00/yard
1" Wide Ribbon, Star Point Colors, For Badges 1.00/yard
Individual Cords for Officer’s Badges (Ask for price of complete set.) 23.00/each
RITUALS
2006 large-print, White or Maroon, please specify: 30.00/each
2006 regular-print, Beige Cloth 23.00/each
Stickers for Large Ritual, 2003 –> 2006 4.00/set
Stickers for Regular Ritual, 2003 –> 2006 4.00/set
Ritual Cover for large-print Ritual, White only N/A
Ritual Cover for regular-print Ritual, White only N/A
RITUAL - Replacement for Lost - Indicate Officer: W.P. - A.P. - COND. 50.00/each
ROSTER FOR GRAND CHAPTER 2009 (spiral bound) 13.00/set

SEALS
Pocket Seal 60.00/each
Desk Seal 70.00/each
Chapter Name: No.:
Date Instituted: City Meeting in:
SECRET WORK (replaced at no charge if damaged one returned)
Replacement for lost, Indicate Officer: W.P. - A.P. - COND. - A. COND. 25.00/each
Exchange Size: extra charge for Large Print replacement of Small Print 5.00/each
SECRETARY AND TREASURER HANDBOOK 7.00/each
TREASURER’S CASH BOOK 55.00/each
TREASURER’S RECEIPT BOOK 6.00/each
UNIFORM CODE OF BYLAWS – 2008 2.00/dozen
VEILS for Adah
Small, 54" long x 20" wide 32.00/each
Large, 54" long x 40" wide 48.00/each
ENGRAVING – Regular print is 29 characters per line, small print is 34 25.00/per line
characters per line. Engrave as follows:

TOTAL FOR PAGE TWO $

TOTAL FORWARDED FROM PAGE ONE $
TOTAL OF ORDER $
LESS CREDIT MEMO $( )
TOTAL DUE GRAND CHAPTER OF CALIFORNIA FOR ORDER CHECK NO. $
Remittance must accompany orders. Allow 30 days for delivery.
Available at no charge if ordered with other supplies; if not, price is $2.00 per dozen or $.25 each. Specify quantity of form(s):
( ) Address Change Form ( ) International Temple Fund Receipts ( ) Member’s Résumé
( ) Approval of Amendments to Bylaws ( ) Officer Addition/Change Form ( ) Request for Special Dispensation
( ) Check Transmittal Forms ( ) Proficiency Certificates ( ) Star Plus Acknowledgement Cards
( ) Request for Insurance Rider ( ) 25-year Award Request form ( ) Benevolent Applications
( ) Contribution Cards, Specify Type: ( ) 50-year Award Request form ( ) Cancer Assistance Application
( ) _____________________________ ( ) 75-year Award Request form ( ) Label Order
( ) Service Award Order form ( ) Dr. Rob Morris Award Order Form
Ship to:
________________________________________________, Secretary Send This Form to:
_____________________________________ Chapter No. ________ Grand Chapter of California, O.E.S.
________________________________________________________ 16960 Bastanchury Road, Suite E
________________________________________________________ Yorba Linda, CA 92886-1711
2009/slw: last change 2009-04-11 – Garden Spring Green

Order Form
(back)

aw
 DR. ROB MORRIS AWARD PROGRAM
Sec. 79A DR. ROB MORRIS AWARD PROGRAM. Subordinate Chapters may voluntarily
participate in the Dr. Rob Morris Award Program by which recognition may be given for
special service to a Sister or Brother who is a member of the subordinate Chapter and who
has not previously served in the capacity of a Worthy Matron or Worthy Patron for a
sufficient period as to be recognized as a “Past Matron” or a “Past Patron”, provided
however, no person currently serving as Worthy Matron or Worthy Patron shall be
considered for this award. NO MORE THAN ONE SUCH MEMBER may be so recognized by
each subordinate Chapter in any year. Such recognition shall be memorialized by a
Dr. Rob Morris Award Certificate and Pin. The subordinate Chapter shall purchase
such certificate and pin from the Grand Chapter. The method of selecting recipients and
the manner of presentation shall be determined by the subordinate chapter giving the
award.

ORDER FORM for DR. ROB MORRIS AWARD

_______________________________________________ Chapter No. ______________

wishes to present a Dr. Rob Morris Certificate of Merit to:

_______________________________________________ _____________________
(Please Print Name) (Membership Number)

which will be presented on _______________________________________, 20_______

Send this form and your check made payable to “GRAND CHAPTER OF
CALIFORNIA” to the Grand Chapter office, 16960 Bastanchury Road, Suite E, Yorba Linda,
California 92886-1711.

Lapel Pin and Certificate $6.00 $ __________________

Charm and Certificate $6.00 $ __________________

Replacement Lapel Pin $4.00 each $ __________________

Replacement Charm $4.00 each $ __________________

Replacement Certificate $2.00 each $ __________________

Total amount enclosed $ __________________

Check Number __________________

Mail to:

_______________________________________

_______________________________________ (Seal)

_______________________________________
City State Zip

___________________________
Chapter Secretary
2004/SLW

Dr. Rob Morris Award Request

ax
 EASTERN STAR SERVICE AWARD PROGRAM
Sec. 79B. EASTERN STAR SERVICE AWARD PROGRAM. Subordinate Chapters may voluntarily
participate in the Eastern Star Service Award Program, by which recognition may be given for special service
to a Sister or Brother who is a member of the subordinate Chapter. A Past Matron or Past Patron would be
eligible. Such recognition shall be memorialized by an Award Certificate and Pin. The subordinate
Chapter shall purchase such Certificate and Pin from the Grand Chapter. The method of selecting recipients
and the manner of presentation shall be determined by the subordinate chapter giving the award.

ORDER FORM FOR SERVICE AWARD

___________________________________________________________ Chapter No. _________________

Please Print Member(s) Name(s) Membership Number(s)

__________________________________________________ __________________________

__________________________________________________ __________________________

__________________________________________________ __________________________

__________________________________________________ __________________________

Use back of form, if additional lines are needed.

Date of Presentation: _________________________________

Send this form and your check made payable to “GRAND CHAPTER OF CALIFORNIA” to the Grand Chapter
office, 16960 Bastanchury Road, Suite E, Yorba Linda, California 92886-1711.

Lapel Pin and Certificate $6.00 $_____________

Replacement Lapel Pin $4.00 each $_____________

Replacement Certificate $2.00 each $_____________

Total Enclosed $_____________

Check Number _____________

Mail to:

_____________________________________________

_____________________________________________ (Seal)

_____________________________________________
City State Zip

___________________________________
Chapter Secretary

2004/slw

Service Award Request

ay
 GRAND CHAPTER OF CALIFORNIA
Order of the Eastern Star

REQUEST FOR TWENTY-FIVE-YEAR EMBLEM AND CERTIFICATE

PLEASE TYPE OR PRINT NEATLY

From: ___________________________________________________________________________________________ Chapter No. _______________

I hereby request twenty-five-year pin(s) and certificate(s) for:

Stated Meeting Date

Twenty-five Year Award V.O.M.
Name Membership No. Presentation Approved Attached*

If more lines are needed, use the back of this sheet.

* V.O.M. — VERIFICATION OF MEMBERSHIP REQUIRED: if any part of the membership is in another jurisdiction, the Chapter
Secretary shall write to the Grand Secretary of that jurisdiction, obtain the date of initiation/affiliation, the date of the
demit, and IF THE MEMBERSHIP WAS CONTINUOUS. Send a COPY of the verification with this request.

Make check payable to: GRAND CHAPTER OF CALIFORNIA, OES

____________ Twenty-five-year pins WITH certificates @ $6.00 each $ _________________

____________ Twenty-five-year Certificates ONLY @ $1.00 each $ _________________

TOTAL ENCLOSED $ _________________

CHECK NUMBER _________________

_________________________________________________
Secretary

(Seal)
_________________________________________________
Address

_________________________________________________

_________________________________________________
Telephone

Date of Presentation: ____________________________________

Date: __________________________________________, 20______ Allow one month for processing.

2009/06/11 jrh Salmon last change 2009/06/11

25-year Request Form

(salmon)

az
 GRAND CHAPTER OF CALIFORNIA
Order of the Eastern Star

REQUEST FOR FIFTY YEAR EMBLEM AND CERTIFICATE

PLEASE TYPE OR PRINT NEATLY

From: ___________________________________________________________________________________________ Chapter No. _______________

I hereby request fifty-year pin(s) and certificate(s) for:

Stated Meeting Date V.O.M.

Name Membership No. Life Membership Approved Attached*

If more lines are needed, use the back of this sheet.

* V.O.M. — VERIFICATION OF MEMBERSHIP REQUIRED: if any part of the membership is in another jurisdiction, the Chapter
Secretary shall write to the Grand Secretary of that jurisdiction, obtain the date of initiation/affiliation, the date of the
demit, and IF THE MEMBERSHIP WAS CONTINUOUS. Send a COPY of the verification with this request.

Make check payable to: GRAND CHAPTER OF CALIFORNIA, OES

____________ Fifty-year pins WITH certificates @ $6.00 each $ _________________

____________ Fifty-year Certificates ONLY @ $1.00 each $ _________________

____________ Life Membership Certificates ONLY @ $1.00 each $ _________________

TOTAL ENCLOSED $ _________________

CHECK NUMBER _________________

_________________________________________________
Secretary

_________________________________________________
(Seal) Address

_________________________________________________

_________________________________________________
Telephone

Date of Presentation: ____________________________________

Date: __________________________________________, 20______ Allow one month for processing.

2009/06/11 jrh Canary last change 2009/06/11

50-year Request Form

(canary)

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 GRAND CHAPTER OF CALIFORNIA
Order of the Eastern Star

REQUEST FOR SEVENTY-FIVE-YEAR EMBLEM AND CERTIFICATE

PLEASE TYPE OR PRINT NEATLY

From: ___________________________________________________________________________________________ Chapter No. _______________

I hereby request seventy-five-year pin(s) and certificate(s) for:

Stated Meeting Date

Seventy-five Year Award V.O.M.
Name Membership No. Presentation Approved Attached*

If more lines are needed, use the back of this sheet.

* V.O.M. — VERIFICATION OF MEMBERSHIP REQUIRED: if any part of the membership is in another jurisdiction, the Chapter
Secretary shall write to the Grand Secretary of that jurisdiction, obtain the date of initiation/affiliation, the date of the
demit, and IF THE MEMBERSHIP WAS CONTINUOUS. Send a COPY of the verification with this request.

_________________________________________________
Secretary

(Seal)
_________________________________________________
Address

_________________________________________________

_________________________________________________
Telephone

Date of Presentation: ____________________________________

Date: __________________________________________, 20______ Allow one month for processing.

2009/06/11 jrh Grey last change 2009/06/11

75-year Request Form

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 Life Sponsorship /Star Plus Order Form
Date ___________________________________
Chapter ______________________ No. ______

Enclosed is our check number: ____________ in the amount of $________________ payable

to the Grand Chapter Endowment Fund for the following:
Member Cert. Donation
Number Note Member Name Type Amount

If you do not know the member number, please leave the member number column blank — we will fill
it in. Instead place one of the following in the note column: an “I” if the member is an initiate; an “A” if the
member is a new affiliate; or a “U” if you just don’t know the member number.

In the column “Cert. Type”, please enter one of the following: L — Life Sponsorship; C — Star Plus Certificate;
S — Star Plus gold seal (member already has a certificate). If you don’t know, leave the cell blank, and we will
figure it out.

The check must be for at least $50.00 for each Life Sponsorship/Star Plus. Mail this form and
check to the Grand Chapter office:
16960 Bastanchury Rd., Ste. E, Yorba Linda, CA 92886-1711
The certificates will be sent to the following address:
(Seal)
Secretary _______________________________
If you would like to present these certificates on a Address ________________________________
specific date, please list that date here. City / Zip ______________________________
Presentation Date: _______________________ Phone _________________________________

2008/09/08 jrh Green last change 2008/09/08

Life Sponsorship / Star Plus Order Form

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This page is intentionally left blank.

bd
 REQUEST FOR A SPECIAL DISPENSATION
Grand Chapter of California
Order of the Eastern Star

________________________________, __________________________, 20_____

(City) (Date)

To: _____________________________________________________________________________________
Worthy Grand Matron of the Grand Chapter of California, Order of the Eastern Star

At the stated meeting of ______________________________________________________________________________ Chapter, No. ________

held on ____________________, __________________________, 20_____, it was:
(Day) (Date)

A. regularly moved, seconded and UNANIMOUSLY CARRIED BY BALLOT BOX (per Sec. 207) that a Special Dispensation regarding
action upon the petition of:
______________________________________________________________________________________________________________________________________,
(Give name in full)

________________________________ of _____________________________________________________________________________________, a member of

(Relationship)

________________________________ Lodge No. __________ F.&.A.M. of _______________________________________, ___________________________

(City) (State)

________________________________ Assembly No. ______ I.O.R.G. of ________________________________________, ___________________________

________________________________ Bethel No. _________ I.O.J.D. of ________________________________________, ___________________________
be requested to:

1. Ballot upon and initiate the same meeting. Meeting to be held _______________________________________________.
Stated Meeting nights are ________ and ________ ______________________.
(Day of week)

Reason for the above request: ________________________________________________________________________________.

2. Re-ballot upon.

5. Receive, after waiver of jurisdiction, on account of residence in another Grand Jurisdiction.

B. on the above date, it was regularly moved, seconded and carried by majority vote:

Specify reason for request for 3 or 4: _____________________________________________________________________________________

3. To hold the ANNUAL election of Officers at a time not authorized by Grand Chapter laws. To-wit:
on the __________ of ____________________, 20_____

4. To hold the ANNUAL installation of Officers after the thirtieth of November. To-wit:
on the __________ of ____________________, 20_____

6. To contribute in one year more than $200 to any youth organization without a Masonic affiliation or more than
$500 to a Masonic youth organization. Specify amount $_________________________,
Organization _____________________________________ Purpose _______________________________________________

7. To contribute to any Fraternal Organization or to any Fraternal Hall Association for any purpose.
Specify amount $______________________, Organization ____________________________________________________
Purpose __________________________________________________________________________________________________
(If over $ 1,000 include copy of Chapter’s last audit report.)

8 To change the place of any stated meeting of a subordinate chapter from the location stated in said chapter’s
bylaws. Location: _________________________________________________________________________________________
Reason: ___________________________________________________________________________________________________

______________________________________________
(Secretary)
(Seal)

______________________________________________
(Address)

FEE OF $5.00 FOR EACH NAME MUST ACCOMPANY REQUESTS FOR NOS. 1, 2 and 5. No fee for Nos. 3 and 4,
if necessary for cause beyond the control of the chapter, or for Nos. 6, 7 and 8. (Sec. 206)
2008/01/08 mgb last change 2008/01/08

Request for Special Dispensation

be
 2008 CREDENTIALS REQUEST FORM
IMPORTANT: This page will be used in Credentials at Grand Chapter and for the issuing of ballots.
CAREFULLY list only the names of those members who have paid for Credentials and who will actually
attend Grand Chapter. Plural members are listed ONLY in the Chapter in which the Credential is
purchased. (Section 191 C & L) CREDENTIALS ARE $15.00 PER PERSON

Members of ________________________________________________________ Chapter No. ________

Do Not Write in
This Column
Registered Officer Name Other Plural Member
Chapter No.
Title No.
W. M.

W. P.

A. M.

A. P.

Cond.

A. C.

Secretary

Treasurer

Do Not Write in
This Column
Registered Member Name Current Title Plural Member
Chapter No.
Office No.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Credential Order Form

(front)

bf
Do Not Write in
This Column
Registered Member Name Current Title Plural Member
Chapter No.
Office No.
21
22
23
24
25
26
27
28
29
30
31
32
33
34

You will be sent six Legislative Booklets when they are printed later this year. If you have more than six
members purchasing credentials, you should request additional booklets for them.

PLEASE SEND _________ ADDITIONAL LEGISLATIVE BOOKLETS FOR THE ABOVE MEMBERS.

Important: Please advise your members that there will be NO REFUNDS for unused or lost credentials.

I, ______________________________________, (please PRINT name in space provided) Secretary of

the above named Chapter, hereby certify that the foregoing named Elected and Installed Officers, and
members are eligible to register and vote at the coming session of Grand Chapter.

Important: If you wish to order additional Credentials and Legislative Booklets, please submit the
request in the form of a letter from the Secretary, and over the Seal of the Chapter. Deadline for
pre-ordering Credentials is September 28, 2008.

______________ _____________________________________ (Seal)

Date Signature of Secretary

Retain a duplicate of this form so you will have evidence, if needed, of the names and of the amount of
money sent.

Please remember, Credentials will not be mailed back to you. Credentials will be held at the Registration
area, by Chapter number, in the Fresno Convention Center.

DO NOT — FOR ANY REASON WHATSOEVER — WRITE BELOW THIS DOTTED LINE:

FOR GRAND CHAPTER OFFICE USE ONLY: Chapter______________________________ No._______

Date payment received: __________________

Total Number of Credentials Ordered _____ @ $15.00 each. Paid by Check No. _____ Amount $_______
_____ Additional Credentials Ordered _____ @ $15.00 each. Paid by Check No. _____ Amount $_______
_____ Additional Credentials Ordered _____ @ $15.00 each. Paid by Check No. _____ Amount $_______

Date Additional Books Mailed: __________________ Date Additional Books Mailed: _________________
2008/pjs

Credential Order Form

(back)

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 GRAND CHAPTER OF CALIFORNIA
LABEL REQUEST FORM
$25.00 PER ORDER for printed material - $10.00 PER ORDER for e-mail of database

Name of Person Requesting Labels: ____________________________________________ Title: ________________

Telephone Number: _________________________ Chapter Name: _______________________________ No. _____

Reason for Ordering Labels/Name of Event: ___________________________________________________________

Date Items Will be Mailed: ______________________________ Date of Event: ______________________________
Because of the multitude of changes in names, addresses, gains and losses we process monthly, we will send your
labels as close to your mailing date as possible, so that you will have the most current data available.

Send Labels To: ________________________________________________________ Title: ___________________

Address: ______________________________________________________________________________________
(number) (street) (apt.)

______________________________________________________________________________________
(city) (state) (ZIP code)

Please check the group(s) for which you need labels. Although the price remains the same, please request only those
that you will actually use, as it will save your Grand Chapter money. Thank you.

Format requested:

_____ Printed Labels _____ Computer disc of data

_____ Hard copy list of data (not on labels) _____ E-mail of database – send to:
File format (for disk or email): ____ Word
____ Excel
____ WordPerfect
Information requested:

_____ Chapters _____ Grand Secretaries Emeritus

_____ Grand Officers _____ Past Grand Treasurers

_____ Past Grand Matrons and Past Grand Patrons _____ Boards of Trustees

_____ Widows and Widowers of Past Grand Matrons _____ Chairmen of Standing Committees
and Past Grand Patrons
_____ Information for past years:
_____ Deputy Grand Matrons indicate which categories and
_____ or Presidents North, Central and South, year(s): ___________________
and Chairman of Deputies
_____ Current year subordinate Chapter
_____ Grand Representatives officers; indicate which Office(s)
_____ or Corresponding Secretary North and South ______________________________
______________________________

IMPORTANT
These labels are for the use of authorized persons only, who have need of them for strictly Eastern Star purposes as
approved by the Grand Chapter of California. The use of these labels by any other persons for any other purpose is
strictly forbidden.

I hereby certify that the names and addresses ordered (regardless of the format) will be used only for the event
specified above; that they will not be reused for any other purpose; and that no fund-raising of any kind will result
from their use, including, but not limited to, solicitation of donations of goods or money; sales of merchandise,
information, or services; or profit incidental to the sale of tickets, goods or services. C&L Sec. 260 (3)

Signed: ________________________________________________________________________________________
(Order not valid without signature)
03-07 2008/SLW

Label Order Form

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This page was intentionally left blank.

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 Grand Chapter of California
Honorary Membership
Order of the Eastern Star
Certificate
F
Use only with
© 2004 by permission of author and
James Ray Hannum, Jr. local Grand Chapter.

L
F
Use only with
permission of author,
© 2003 by and local Grand Chapter
James Ray Hannum, Jr. or General Grand Chapter.

L
A
A T

A T

This is to Certify that

This is to Certify that at the stated meeting of
that on the _______ day of ___________________________ the sum of
$50.00 was contributed to the Endowment Fund by or on behalf of _________________________________ Chapter No. _____, O.E.S. held at

___________________, California on the ____ day of ___________ 20___

_______________________________________________________________
______________________________________________________________
a member of _______________________________ Chapter No. ______
who shall henceforth have the title a member of ___________________________________ Chapter No. _____

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of _______________________________________________ was elected an
Life Sponsor of the Eastern Star Homes
and shall hereafter be exempt from any future assessments that Honorary Member
might be levied by the Grand Chapter for support and maintenance of this chapter and is entitled to all of the rights and privileges of such
membership.
Certificates

of the Eastern Star Home. In Testimony Whereof, we have hereunto

In Testimony Whereof, we have hereunto set our hands set our hands and affixed the Seal of

Life Sponsorship Certificate

and affixed the Seal of the Grand Chapter of California
____________________________ Chapter No. _____
this _______ day of ___________________________ _______
this ______ day of _______________________ 20___

______________________________________________
Worthy Matron
Worthy Grand Matron

Attest: ______________________________________________ Attest: Worthy Patron

Worthy Grand Patron

_________________________________________
Grand Secretary Secretary
Star Plus Certificate

bk
 Grand Chapter of California Grand
Grand Chapter
Chapter of
of California
California
Order of the Eastern Star Order
Order of
of the
the Eastern
Eastern Star
Star
F FF
F
Use only with
© 2003 by permission of author and
James Ray Hannum, Jr. General Grand Chapter Use only with
© 2003 by permission of author and
h y James Ray Hannum, Jr. General Grand Chapter
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A
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A
A
A

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AA TT
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This is to Certify that This

Thisis
istotoCertify
Certifythat
that
____________________________________________________________________________
____________________________________________________________________________
was initiated in __________________________________________ Chapter No. ______
was
wasinitiated
initiatedin
in__________________________________________
__________________________________________Chapter
ChapterNo.
No.______
______
Order of the Eastern Star, __________________________________________________
Order
Orderofofthe
theEastern
EasternStar,
Star,___________________________________________________
___________________________________________________

50-Year
25-Year
on __________________________________________________________ and has been a

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on___________________________________________________________
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Member in Good Standing in the Order for
Member
Memberin
inGood
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Standingin
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theOrder
Orderfor
for
Fifty Years Twenty–Five
Twenty–Five Years
Years

50-year Certificate
25-year Certificate
In Testimony Whereof, we have hereunto set our hands

Certificate
Certificate
In
In Testimony
Testimony Whereof,
Whereof, we
we have
have hereunto
hereunto
and affixed the Seal of the Grand Chapter of California set
set our
our hands
hands and
and affi
affixed
xed the
the Seal
Seal ofof
this _______ day of ___________________________ ________ ____________________________
____________________________Chapter
ChapterNo.
No.______
______
this
this________
________day
dayofof___________________
___________________ ________
________

Worthy Grand Matron _________________________________________

_________________________________________
Worthy
WorthyMatron
Matron

Worthy Grand Patron Attest:

Attest: _________________________________________
_________________________________________
Attest:
Worthy
WorthyPatron
Patron

____________________________________
____________________________________
Grand Secretary
Secretary
Secretary
 Grand Chapter of California
Order of the Eastern Star

A
T

This is to Certify that

____________________________________________________________

was initiated in _________________________________ Chapter No. _____

Order of the Eastern Star, _________________________________________

on _______________________________________________ and has been a

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Member in Good Standing in the Order for
Seventy –Five Years

75-Year Certificate
In Testimony Whereof, we have hereunto set our hands
and affixed the Seal of the Grand Chapter of California
this ______ day of _______________________ ___

______________________________________
Worthy Grand Matron

______________________________________
Worthy Grand Patron
Attest:

_________________________________
Grand Secretary

Life membership Certificate
F
© 2001 by
J ames R ay Hannum, J r.
Grand Chapter of California
Order of the Eastern Star
Use only with
permission of author
and local G rand C hapter

L
A T

is is to Certify at at the ated meeting of Fifty-Year Life Membership Certificate

__________________________________ Chapter No. _____, O.E.S. This is to Certify that at the stated meeting of
_________________________________ Chapter No. ______, O.E.S.
held at _________________________________________, California
held at _________________________________________, California
on e ______ day of ________________________________ 20___
on the __________ day of _____________________________, 20___

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_______________________________________________________
paid the Life Membership fee as required by the bylaws of said Chapter and is erefore exempt
was made a Life Member in recognition of fifty years membership in the Order,
from the payment of furer dues. as authorized by the Constitution and Laws of the Grand Chapter of California,
In Testimony Whereof, we have and is therefore exempt from the payment of further dues in this Chapter.
hereunto set our hands and axed the Seal of
In Testimony Whereof, we have
__________________ Chapter No. _____ hereunto set our hands and affixed the Seal of
________________________ Chapter No. ______
is ______ day of ______________ 20___ this ________ day of __________________, 20___

Paid Life Membership Certificate

Worthy matron Worthy Matron

Attest: 50–year Life Membership Certificate (goldenrod) Attest:

Worthy Patron
Worthy patron

secretary Secretary
 Certificate of Proficiency
© 2003 by
F

James Ray Hannum, Jr.

Use only with
permission of author
and local Grand Chapter.

Grand Chapter of California

L

A T Order of the Eastern Star

this is to certify that

_________________________________________________ of
________________________________ Chapter No. _______
is proficient in the secret work of the Order of the Eastern Star.
(Seal)

____________________ _______________________________
Date Worthy Patron

Proficiency Certificate

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Donation Acknowledgements

F
Use only with
permission of author,
© 2003 by and local Grand Chapter
James Ray Hannum, Jr. or General Grand Chapter.

A
A T

____________________________________________ Chapter No. ____________

Order of the Eastern Star
A contribution to the ________________________________________________________________
of the Grand Chapter of California, Order of the Eastern Star, has been made in honor of
______________________________________________________________________________________
by ___________________________________________________________________________________
______________________________________________________________________________________

__________________________________________________
Secretary

In Honor, Acknowledgement

F
Use only with
permission of author,
© 2003 by and local Grand Chapter
James Ray Hannum, Jr. or General Grand Chapter.
L

A T

____________________________________________ Chapter No. ____________

Order of the Eastern Star
A contribution to the ________________________________________________________________
of the Grand Chapter of California, Order of the Eastern Star, has been made in memory of
______________________________________________________________________________________
by ___________________________________________________________________________________
______________________________________________________________________________________

With sincere sympathy __________________________________________________

Secretary

In Memory, Acknowledgement

International Headquarters, Receipt

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 F
_______________________________________________ __________________
© 2003 by
James Ray Hannum, Jr.
Use only with
permission of author and
General Grand Chapter

Donor Date

A
A T

____________________________________ Chapter No. _________

Order of the Eastern Star
Your $__________ contribution to the following charitable organization:
❑ California Eastern Star Foundation – _______________________________________________
❑ Grand Chapter Endowment Fund ❑ Eastern Star Homes of California
in memory/honor of _________________________________________________________________
is deeply appreciated and gratefully acknowledged. No goods or services were provided as
a consideration for this donation. This donation was made to a 501(c)(3) corporation and
may be tax deductable.
__________________________________________________
Secretary

Tax Deductible, Acknowledgement

________________________
Date F
Use only with
permission of author,
© 2003 by and local Grand Chapter
James Ray Hannum, Jr. or General Grand Chapter.

A
_____________________________________________________________________
A T

Donor

____________________________________________ Chapter No. ____________

Order of the Eastern Star
Your $__________ contribution to _____________________________________________________
______________________________________________________________________________________
is deeply appreciated and gratefully acknowledged.

__________________________________________________
Secretary
This donation is not tax deductable.

Not Tax Deductible, Acknowledgement

Donor: Date: ______________________

___________________________________

____________________________________ Chapter No. _________

Order of the Eastern Star
A contribution in the amount of $______________ has been made by you or on your behalf to the
Endowment Fund.
Any contribution of $50.00 or more to the Endowment Fund, beyond the Life Sponsor donation, entitles
you to recognition with a Star-Plus Certificate, and a gold star for every additional $50.00.
No goods or services were provided as a consideration for this donation. This donation was made to a
501(c)(3) organization and may be tax deductible.

__________________________________________________
Secretary

Star Plus, Acknowledgement

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 _________________________ Chapter No. _____ Report of
_________________________ Chapter No. _____
GRAND CHAPTER DUES, FEES, AND HOME ASSESSMENT
TO THE
When this report is returned to the Grand Chapter office, the computer will Grand Chapter of California
figure the amount owed as follows: Order of the Eastern Star

Period Ending June 30, 20___

$4.00 on each member
$0.45 on each member for the Benevolent Fund City: __________________________________________________
$0.10 on each member for the Scholarship Fund County: __________________________________________________
$0.25 on each member for the Convention Fund
$5.75 on each member for the Insurance Fund Meetings are on: ___________________________________________
$1.00 on each member for Home Maintenance Exceptions: ___________________________________________
$0.50 on each member initiated and affiliated in this report ___________________________________________
$15.00 on each member initiated and out of state affiliates in this
___________________________________________
report for the Grand Chapter Endowment Fund
$10.00 on each in-state affiliates in this report for the Grand Chapter ___________________________________________
Endowment Fund
$5.00 on each member initiated and affiliated in this report for the Hall: ________________________________________
International Eastern Star Headquarters, Washington, D.C. Location of Hall: ________________________________________
$5.00 Home Assessment on each member, less those members who Telephone Number: ________________________________________
paid for a Life Sponsorship PRIOR to June 30, 20___

br
$1.00 General Grand Chapter Assessment on all members in good
Fees: Initiation: $______ Affiliation: $______ Dues: $________
standing*
Federal Identification Number: _______________________________

Annual Report
(front/outside)
Reports

E.D.D. Number: ____________________________________________

Payment is delinquent if not received by September 01, 20___
IN TESTIMONY of the foregoing report being correct in all parts, we have
herunto set our hands and seal of our Chapter this ______________ day of
____________________, 20___
___________________________________________________________
Worthy Matron
___________________________________________________________
Worthy Patron
___________________________________________________________
Secretary
SEAL
In the absence of either the Worthy Matron, Worthy Patron, or Secretary, the report
should be signed by the person preparing the report.
INSTRUCTIONS FOR ANNUAL REPORT
This Annual Report is delinquent after July 15, 20___. In the absence of
either the Worthy Matron, Worthy Patron, or Secretary, the report should
be signed by the person preparing the report.
Per Capita and Assessments are to be paid upon receipt of the Annual
Billing from Grand Chapter based on this report. Per Capita assessments are
delinquent AFTER September 01, 20___.
The Worthy Matron, without a vote of the Chapter, can direct the
Secretary to make payment of the amount due the Grand Chapter for dues,
fees, and assessments, which the Constitution requires. Chapters whose fees
are delinquent in the office of the Grand Secretary are liable for fine of 5%
of the total bill.
Maryann Barrios
Grand Secretary
 _________________________ Chapter No. _____ _________________________ Chapter No. _____
NAMES OF OFFICERS SUMMARY OF MEMBERSHIP
AS OF June 30, 20___ Total number of members in good standing*, as of June 30, 20___
Correct Names of Installed Officers on the line above the title
Membership fifty-year members made life members (F)
(Secs. 98(a) & 193)
Number
members who are residents of Eastern Star, Masonic or
other entirely charitable homes (H) (Sec. 98(b))
members exempted from paying dues due to a medical
Worthy Matron
condition (M) (Secs. 98(c&d))
members whose dues were remitted** (R)
Worthy Patron (Secs. 98(e), 248) -

Associate Matron **Only include dues that were remitted for inability to pay or due to service in the
armed forces as provided in Sec. 248. Do not include dues that were remitted for
services rendered.
Associate Patron
Exemptions that are not properly noted on the roster, which must be returned to the
Grand Chapter office prior to or with this report, will not be counted, and per
Secretary
capita will be charged for those members.

Treasurer
Number of members on whom Grand Chapter dues and
assessments are payable
Conductress
HOME ASSESSMENT

bs
Associate Conductress
Life Sponsors
Chaplain Life Sponsors who are also exempt

(back/inside)
(F, H, M, R) (Secs. 98, 193, 245, -

Annual Report
Marshal Life Sponsors who are not exempt -

Organist
Members who owe Home Assessment
Adah
Initiation REJECTED PETITIONS
Ruth Affiliation Date of Ballot
Reinstatement NAMES IN FULL Month Day Year
Esther
___________ 1. _____________________________ ______________
Martha
___________ 2. _____________________________ ______________
Electa
___________ 3. _____________________________ ______________
Warder ___________ 4. _____________________________ ______________

Sentinel ___________ 5. _____________________________ ______________

 ANNUAL RETURNS

GRAND CHAPTER OF CALIFORNIA Return one copy to

ORDER OF THE EASTERN STAR Grand Chapter office

Covering period 07/01/20___ through 06/30/20___ for ______________________________ Chapter No. _____

GAINS Membership
Initiated # 07/01/20__ #
Affiliated Gains #
Inside Jurisdiction # Losses - #
Outside Jurisdiction # 06/30/20__ # MEMBERS IN GOOD STANDING - # *
Reinstated #
# Fifty-Year Life Members (F) (Sec. 193)
Deceased in Error #
# Residents of Charitable Homes (H) (Sec. 245)
Total Gain #
# Members with medical exemptions (dementia / insanity) (M) (Sec. 98 & 245)
LOSSES # Members with dues remitted (R) (Sec. 98 & 248)
Demitted # - # Total Exempt Members
Resigned # # Non-exempt members on whom Dues and Assessments are owed **
Suspended
Nonpayment of Dues # # Life Sponsors
Other causes # - # Life Sponsors who are also exempt
Deceased #
Presumed Deceased # - # Life Sponsors who are not exempt
Lost by Consolidation #
# Members on whom Home Assessments are owing ***
Total Loss #

# Affiliates # Affiliates
- # Affiliates who are residents of Masonic Homes (Sec. 198) - # Affiliates who were previously members of the chapter
# Affiliates for whom Fees are owed to Grand Chapter **** # Affiliates for whom Fees are owed to General Grand Chapter *****

PER CAPITA ** On Members Totals

$4.00 Dues to Grand Chapter # $#,###.##
$1.00 Home Maintenance Fund # $#,###.##
$0.45 Benevolent Fund # $#,###.##
$0.25 Convention Fund # $#,###.##
$0.10 Scholarship Fund # $#,###.##
$5.75 Insurance Fund # $#,###.##

FEES
$0.50 Initiates & Affiliates **** # $#,###.##
$15.00 Initiates & outside Jurisdiction Affiliates - Home Endowment # $#,###.##
$10.00 Inside Jurisdiction Affiliates - Home Endowment # $#,###.##
$5.00 Initiates & Affiliates (one time per chapter) - GGC Int'l HQ ***** # $#,###.##
ASSESSMENTS
$5.00 Home Assessments *** # $#,###.##
$1.00 General Grand Chapter on all Members * # $#,###.##

TOTAL PAYMENT DUE GRAND CHAPTER, PAY THIS AMOUNT: $#,###.##

PAYMENT DUE BY 9/01/20__

Worthy Matron Worthy Patron

In the absence of the Worthy Matron, Worthy Patron, or
Secretary, the report should be signed by the person
Secretary preparing it.
(Seal)

Per Capita Bill

bt
Chapter Name:
Number:

Chapter Annual Financial Report

as of September 30, 2004
as of as of
Description of Assets 9/30/2003 9/30/2004
Balance in Checking Account(s) $ $
Balance in Savings Account(s) $ $
Balance in Money Market Account(s) $ $
Balance in Life Membership Account $ $
Bond(s) $ $
Stock(s) $ $
CD(s) $ $
$ $
$ $
$ $

Total Assets $ $
(A) (C)

Receipts Minus
Receipts Disbursements Disbursements
Dues Membership/Assmnt. $ $
Interest Earned $ $
Special Event/Fundraising $ $ $
Other $ $ $
Per Capita $ $
Supplies - Chapter $ $
Payroll Taxes $ $
Salaries $ $
Rent $ $

$ $ $
(B) (Difference)

Last year’s total assets (A), plus difference (B) must AGREE to This Year’s Total Assets (C) — (A + B = C).

I declare that I have examined this report and to the best of my knowledge and belief, it is true correct and complete.

Signature of Chapter Secretary Date

(seal)

Signature of Chapter Worthy Matron Date

Annual Financial Report

bu
 LOSSES (Cont'd) Monthly Report of

Expelled ____________________________________________ Chapter No. ____________

Member No. _________________________ Month of ___________________________

Name ____________________________________________________
Date of Trial ______________________________________________ INSTRUCTIONS FOR COMPLETING THIS FORM
Stated Meeting date at which member was expelled _______________
1. Type or print clearly.
Resigned from the Order 2. This report covers ONLY the period indicated above.
3. Prepare this report even if there was not activity.
Member No. _________________________ 4. Be sure all names are complete.
Name ____________________________________________________ 5. Mail this report before the 15th of the following month to:
Date of Resignation ________________________________________ Grand Chapter of California
16960 Bastanchury Road, Suite E
LIFE SPONSORSHIPS mailed to Grand Chapter Yorba Linda, CA 92886-1711

Member No. _________________________ SUMMARY OF MEMBERSHIP

Name ____________________________________________________
Number of members as of previous month's report ____________________

bv
Member No. _________________________
Name ____________________________________________________

(outside)
Gained: By Initiation ____________________
By Affiliation ____________________

Monthly Report
Member No. ________________________ By Reinstatement ____________________
Name ____________________________________________________
Lost: By Demit ____________________
Member No. ________________________ By Death ____________________
Name ____________________________________________________ By Resignation ____________________
By Suspension ____________________
NAME CHANGES (Non-payment of Dues)
By Suspension ____________________
Member No. ________________________ (Other Causes)
New Name _______________________________________________ By Expulsion ____________________
Former Name _____________________________________________

Date _____________ Secretary _____________________________ Total number of members at end of this period ____________________

(Seal)
GAINS Chapter No. ____________

Initiated Occupation
Mo/Day/Yr Name ( Mr./Mrs./Miss, Last, First, Middle) & Complete Address Date of Birth Telephone No.
___________ ________________________________________________________ ______________ ____________________
_________________________________________________________________________ ( ) ______________
___________ ________________________________________________________ ______________ ____________________
_________________________________________________________________________ ( ) ______________
___________ ________________________________________________________ ______________ ____________________
_________________________________________________________________________ ( ) ______________

Affiliated (If Dual or Plural member, so note instead of Demit Date)

Member No. _________________________________________ Member No. ___________________________________________
Name _______________________________________________ Name _________________________________________________
Complete Address _____________________________________ Complete Address ______________________________________
____________________________________________________ _______________________________________________________
Date Affiliated _______________________________________ Date Affiliated _________________________________________
From Chapter ________________________________________ From Chapter __________________________________________
(Name, No., & State) — Was previously a member of your chapter ‘ (Name, No., & State) — Was previously a member of your chapter ‘
Date of Demit ________________________________________ Date of Demit _________________________________________
Date of Birth _________________________________________ Date of Birth __________________________________________
Occupation __________________________________________ Occupation ____________________________________________

Reinstated Restored to Order, but not to Chapter

Member No. _________________________________________ Member No. ___________________________________________

Name ______________________________________________ Name ________________________________________________
Address ____________________________________________ Address ______________________________________________
Date Date Date Date
Reinstated ________________ Suspended ________________ Restored ___________________ Suspended ________________
Date of Birth ________________________________________ Date of Birth __________________________________________
Occupation __________________________________________ Occupation ____________________________________________

LOSSES

Demitted Deceased

Member No. ______________ Date of Demit _____________ Member No. ________________ Date of Death _____________
Name ______________________________________________ Name ________________________________________________

Member No. ______________ Date of Demit _____________ Member No. ________________ Date of Death _____________
Name ______________________________________________ Name ________________________________________________

Suspended (Non-payment of Dues) Suspended (Other causes)

Member No. ______________ Date _____________________ Member No. ________________ Date _____________________
Name ______________________________________________ Name _____________________ Cause ____________________

Monthly Report
(inside)

bw
 The Elected Officers of Chapter No.
The Roster is compiled from this information. Please use MAILING ADDRESS.
Please TYPE or PRINT legibly.
If there are changes in the elective or appointive Officers during the year, Secretaries will please notify the Grand Secretary
IMMEDIATELY. Please complete both sides of this form.

Office Membership Name (Including Mr., Mrs., Ms.) Street Preferred Phone Type*
Number
email City, State, Zip Code Alt. Phone Type*

Worthy
Matron

Worthy
Patron

Associate
Matron

Associate
Patron

Secretary

bx
(front)
Physical address for shipping:

Treasurer

Roster Information
Annual Officer Report
Conductress

Associate
Conductress

* Phone Types — H: Home; B: Business/Work; C: Cell; F: Fax

To the Grand Secretary of the Grand Chapter of California O.E.S.:
The above officers were elected for the year 20_____ at the Stated Meeting held on ________________________________________

____________________________________________________________________ Secretary
(Seal)
NO LATER THAN NOVEMBER 1, FILL OUT AND RETURN TO:
OFFICE OF GRAND SECRETARY, 16960 Bastanchury Road, Suite E, Yorba Linda, CA 92886-1711
PLEASE COMPLETE REVERSE SIDE
2007/09/12 jrh last change 2007/09/12
 The Appointive Officers of Chapter No.

Office Membership Name (Including Mr., Mrs., Ms.) Street Preferred Phone Type*
Number
email City, State, Zip Code Alt. Phone Type*

Chaplain

Marshal

Organist

Adah

Ruth

by
(back)
Esther

Roster Information
Annual Officer Report
Martha

Electa

Warder

Sentinel

* Phone Types — H: Home; B: Business/Work; C: Cell; F: Fax

2007/09/12 jrh last change 2007/09/12

 The Elected Officers of Consolidated Chapter No.
The Roster is compiled from this information. Please use MAILING ADDRESS.
Please TYPE or PRINT legibly.
If there are changes in the elective or appointive Officers during the year, Secretaries will please notify the Grand Secretary
IMMEDIATELY. Please complete both sides of this form.

Office Membership Name (Including Mr., Mrs., Ms.) Street Preferred Phone Type*
Number
email City, State, Zip Code Alt. Phone Type*

Worthy
Matron

Worthy
Patron

Associate
Matron

Associate
Patron

Secretary

bz
(front)
Physical address for shipping:

Treasurer

Conductress

Consolidated Officer Report

Associate
Conductress

* Phone Types — H: Home; B: Business/Work; C: Cell; F: Fax

To the Grand Secretary of the Grand Chapter of California O.E.S.:
The above officers were elected for the year 20_____ at the Stated Meeting held on ________________________________________

____________________________________________________________________ Secretary
(Seal)
As soon as possible after Consolidation, FILL OUT AND RETURN TO:
OFFICE OF GRAND SECRETARY, 16960 Bastanchury Road, Suite E, Yorba Linda, CA 92886-1711
PLEASE COMPLETE REVERSE SIDE
2007/09/12 jrh last change 2007/09/12
 The Appointive Officers of Consolidated Chapter No.

Office Membership Name (Including Mr., Mrs., Ms.) Street Preferred Phone Type*
Number
email City, State, Zip Code Alt. Phone Type*

Chaplain

Marshal

Organist

Adah

Ruth

ca
(back)
Esther

Martha

Consolidated Officer Report

Electa

Warder

Sentinel

* Phone Types — H: Home; B: Business/Work; C: Cell; F: Fax

2007/09/12 jrh last change 2007/09/12

 _______________________________________________ Chapter No. ________ Date: ______________________________________

Secretary: _________________________________________________________

ADDRESS CHANGES
(Please Type or Print Neatly)

*These Columns must be completed each time form is used. **These Columns are to be completed only if there is a change being made.
*Member No. *Member Name **Address **Email Address *Telephone Number
(Including Mrs., Ms., Miss, Mr.) (Include Apt., Spc., etc.) (Including Area Code & Type†)

cb
Address Change
Change of Address
†Phone Types: H - Home; C - Cell; W - Work; F - Fax. If more than one number is listed, please indicate the preferred number
2009/01/23 — jrh last change 2009/01/23
 CHAPTER No. Date

SECRETARY

OFFICER ADDITION/CHANGE FORM

(Please Type or Print Neatly)
ADDITIONS

Member Name Address Date

Member No. Office
(Including Mrs., Ms., Miss, Mr.) (Including phone) Installed

cc
Officer Change
DELETIONS

Member Name Address Date

Member No. Office
(Including Mrs., Ms., Miss, Mr.) (Including phone) Resigned
 Applications

APPLICATION FOR ASSISTANCE FROM THE BENEVOLENT FUND

OF THE GRAND CHAPTER OF CALIFORNIA, ORDER OF THE EASTERN STAR
To _______________________________ Chairman, Benevolent Fund Committee, Area No ____

Dated at __________________________________, on _______________________, 20_____

Applicant: ____________________________________________________ Date of Birth: ____________________ Member #___________

(please print)

Address: _______________________________________________________ Phone: (______)__________________________

(please print)

A Member of ___________________________________________________ Chapter No. ________ of ____________________________

How long a member of this Chapter ? _____________________ Of the Order? _____________________ Plural Member? ______________

If so, name of second Chapter: ___________________________________ Chapter No. ________ of _____________________________

Masonic Relationship: ________________________________ who is a member of ____________________________ Lodge No. _______

F.&A.M. of ________________________________ Name of Master Mason: __________________________________________________

Reason for application to Fund: ______________________________________________________________________________________

________________________________________________________________________________________________________________

________________________________________________________________________________________________________________

Has assistance been given you by your Chapter? ___________ By the Blue Lodge? ___________ By any other organizations? __________

If so, please explain when assistance received, from whom and the amount with which you have been assisted: _____________________

________________________________________________________________________________________________________________

Please list all current means of income and the source of each: _____________________________________________________________

________________________________________________________________________________________________________________

________________________________________________________________________________________________________________

Potential additional income or assistance and its source: __________________________________________________________________

________________________________________________________________________________________________________________

Do you have a savings account? __________ Balance in savings account: $____________________

Do you have a checking account? _________ Balance in checking account: $____________________

Do you own any property either jointly or severally? ________ (Include Real Estate, Stocks, Bonds, Safety Deposit Boxes.)

Please list property, nature and its current value: ________________________________________________________________________

________________________________________________________________________________________________________________

To be used by the Benevolent Fund

Amount of assistance recommended: $______________________ (Monthly) $______________________ (Lump Sum)

Approved: ___________________________________________ Area Chairman of Area _____ _________________________________

(Print Name)

Approved: ___________________________________________ General Chairman, Benevolent ____________________________________

(Print Name)

2006 – jrh - last updated 2007/03/23

Benevolent Fund Application

(front)

cd
Sec. 404. EXTENT OF RELIEF. Relief shall not
exceed the total sum of one thousand dollars
($1,000.00) to any one beneficiary, except when
necessary aid is not or cannot be obtained
otherwise; payable at one time or in such sums
periodically as in the discretion of the
Benevolent Fund Committee shall be deemed
advisable.

Further provided, that the maximum of aid to

any one beneficiary shall not exceed the total
sum of five thousand dollars ($5,000.00), except
in extreme emergencies, where additional aid
may be extended in an amount of three
thousand five hundred dollars ($3,500.00) upon
approval of the Chairman. Any member who has
received the maximum amount to which he/she
is eligible from J. Clifford Lee Memorial Cancer
Fund and Marguerite Rennie Memorial Fund,
and who has been a member of this jurisdiction
for a period of five years, may receive an
additional three thousand five hundred dollars
($3,500.00) from the Benevolent Fund.

(2007)

Benevolent Fund
(back)

ce
 APPLICATION FOR
CANCER ASSISTANCE
Date of Application _________________________________

Date of Diagnosis ___________________________________

Date of Update _____________________________________

1. Name of Patient requiring aid ____________________________________________________________ Age _________

2. Is Patient requiring aid a member of the Order of the Eastern Star? ____________________________________________

3. Address ____________________________________________________________________________________________
(street) (city) (zip code)

Telephone (______) _______________________________ Birth date ________________________________________

4. Name of Applicant Member ___________________________________________________________________________

Relationship to Patient ____________________________________________________
a. Member of __________________________________ Chapter No. _______ Located at ________________________
b. Member Number ________________
c. Length of Membership in this Chapter ____________ Length of Membership in California _____________________
d. Is this the first application for assistance? ____________

5. If a Brother, Member of ___________________________________________________ Lodge No. ___________ F. & A.M.

Location ___________________________________________________________________________________________
Has the Masonic Lodge been notified of the request for aid? _________________________________________________

6. Medical Insurance Carrier _____________________________________________________________________________

Policy Number ___________________________________ Group Number _____________________________________
Address ___________________________________________________________________________________________
Telephone (_____) ________________________________
Medicare/Social Security Number ____________ - ________ - ____________
7. Applicant may be contacted on ______________________ at ________________________________________________
(date) (time and place)

This application shall be accompanied by a separate medical report by a licensed Doctor of Medicine indicating the
diagnosis and the date of diagnosis. All subject matter herein contained shall be considered confidential. I hereby give
my permission for the Order of the Eastern Star to contact my medical care providers for information regarding my
diagnosis, treatment, and account status.

Signature of Applicant: _____________________________________________________

To be used by the Committees

Date Received: __________________

Approved: ___________________________________________________ Area Chairman

Approved: ___________________________________________________ Date: ___________________

Cancer Assistance Chairman

Amount Approved: $____________ Fund: _________________________ Date Applicant Notified: ___________________

2007/07/10 jrh last change 2009/03/18

Cancer Assistance Application

(front)

cf
Sec. 89A. J. CLIFFORD LEE MEMORIAL CANCER FUND. Aid from this fund shall be giv-
en to members in good standing of the Order in California Chapters, and/or members
of their immediate families who are also members of their household or dependent
upon them for support, who are cancer patients and in need of financial assistance.
For purposes of this section, immediate families includes spouses and minor chil-
dren. It may also include parents and/or grandparents if they live with the member
and are financially dependent on the member for support. The definition of immedi-
ate family does not include siblings or cousins.
(a) The maximum amount of aid in any case for a member shall be fifteen thousand
dollars ($15,000.00), other than in a terminal case and in such cases where the Com-
mittee determines that an emergency exists, the maximum may be increased not to
exceed an additional one thousand dollars ($1,000.00). A grant of seven thousand
five hundred dollars ($7,500.00) shall be made for a non-member, and then only
when the dependency of the applicant upon the member of the Order is established
by the investigation, except in the matter of a minor child, the maximum can be ap-
plied for and granted as for a member of the Order. When the maximum amount of
aid has been rendered, the Committee shall return the file to the Chairman of Cancer
Assistance with written notification that the aid has been exhausted.
(b) Benefit. Payment will be allowed only for those bills approved by the Committee.
(c) Expenses. All awards and expenses of the Committee shall be charged to the
J. Clifford Lee Memorial Cancer Fund.
(d) Vacancy on the Committee. A vacancy on the Committee shall be filled by the
Worthy Grand Matron for the unexpired term.
(e) Funds. All contributions to the J. Clifford Lee Memorial Cancer Fund shall be used
and expended as herein provided, any provisions of Section 50 of the Constitution
and Laws of the Grand Chapter to the contrary notwithstanding.
(f ) Assistance from the Fund will not be granted after the death of the proposed re-
cipient of aid unless the application for aid has been made prior to his or her decease,
as provided in Subsection (a).
(g) An applicant for aid from the Fund will be reimbursed for bills incurred from the
date of diagnosis or the date of initiation into the Order or the date of affiliation with
a chapter in California, whichever is later. All bills submitted must be related to the
treatment or diagnosis of cancer.
(h) All questions must be answered truthfully, otherwise the grant will be disallowed.
(i) In the matter of an extreme emergency, the Committee (or the Worthy Grand Ma-
tron) shall have the power to act as is deemed imminent. Follow-up of case history
shall be required the same as for any other application for relief.
(j) In the event of the death of a member receiving aid from the Cancer Fund and
where financial assistance for burial is required, the Chapter of which the deceased
was a member shall make application for such emergency burial relief to the Chair-
man of the Benevolent Fund Committee.
Sec. 89B. MARGUERITE RENNIE MEMORIAL FUND. Aid from this fund shall be given
to members in good standing of the Order in California Chapters, and/or members
of their immediate families who are also members of their household or dependent
upon them for support, who are cancer patients and in need of financial aid pursuant
to the following conditions.
(a) Benefit. Payment will be allowed only for those bills approved by the Committee.
(b) The maximum amount of aid in any case for a member shall be fifteen thousand
dollars ($15,000.00) except in a terminal case in which event, if the Committee deter-
mines that an emergency exists, there may be additional aid of one thousand dollars
($1,000.00). Aid in the amount of seven thousand five hundred dollars ($7,500.00)
may be given for a non-member, who is dependent upon the applicant-member of
the Order as established by the Committee; except that if the dependent is a minor
child of the applicant-member, such aid may be increased to fifteen thousand dollars
($15,000.00). When the maximum amount of aid has been rendered, the Committee
shall return the file to the Chairman of Cancer Assistance with written notification
that the aid has been exhausted.
(c) Expenses. All awards and expenses of the committee shall be charged to the
Marguerite Rennie Memorial Fund.
(d) Vacancy on the Committee. A vacancy on the committee shall be filled by the
Worthy Grand Matron for the unexpired term.
(e) Funds. All contributions to the Marguerite Rennie Memorial Fund shall be used
and expended as herein provided, any provisions of Section 50 of the Constitution
and Laws of the Grand Chapter to the contrary notwithstanding. Only interest in-
come from the fund may be drawn upon for grants and expenses.
(f ) An applicant for aid from this fund must be a member in good standing of a Cali-
fornia Chapter when filing the application.
(g) An applicant for aid from this fund must not currently be a recipient of assistance
from the J. Clifford Lee Memorial Cancer Fund and must not have an application for
assistance from the J. Clifford Lee Memorial Cancer Fund pending at the time of mak-
ing application to the Marguerite Rennie Memorial Fund.
(h) If, prior to making application to the Marguerite Rennie Memorial Fund, the appli-
cant was a recipient of aid from the J. Clifford Lee Memorial Cancer Fund, assistance
will not be granted unless the maximum aid available from the J. Clifford Lee Memo-
rial Cancer Fund has first been received by the member.
(i) Assistance from the fund will be terminated if, while assistance is being received
from the Marguerite Rennie Memorial Fund, the applicant makes application to and
is granted assistance from the J. Clifford Lee Memorial Cancer Fund.
Cancer Assistance Application
(back)
cg
(j) Assistance from the fund will not be granted after the death of the proposed re-
cipient of aid unless the application for aid has been made prior to his or her decease,
as provided in subsection (a).
(k) An applicant for aid from the fund will be reimbursed for bills incurred from the
date of diagnosis or the date of initiation into the Order or the date of affiliation with
a chapter in California, whichever is later. All bills submitted must be related to the
treatment or diagnosis of cancer. (l) All questions must be answered truthfully, other-
wise the grant will be disallowed.
(m) In the matter of an extreme emergency, the Committee (or the Worthy Grand
Matron) shall have the power to act as is deemed imminent. Follow-up of case history
shall be required the same as for any other application for relief.
(n) In the event of the death of a member receiving aid from the Cancer Fund and
where financial assistance for burial is required, the Chapter of which the deceased
was a member shall make application for such emergency burial relief to the Chair-
man of the Benevolent Fund Committee.
Sec. 89C. CANCER ASSISTANCE COMMITTEE.
(a) Applications. All applications for assistance shall be made upon forms provided
by Grand Chapter through the Worthy Matron or, in her absence, the Secretary of the
Chapter in which membership is held. The name of the member receiving assistance
shall not be announced.
(b) Investigation. Completed application forms shall be sent to the appropriate area
committee member for investigation if the applicant resides in California. Applica-
tions for members residing outside of California shall be sent to the chairman of the
committee who will refer the application for investigation. After investigation, the
application, diagnosis from the medical doctor, and the investigation report with
recommendation shall be forwarded to the chairman of the committee. The chair-
man shall notify the applicant as to whether the applicant has been approved for
assistance.
(c) Referral of Bills. If the applicant has been approved, the chairman shall inform the
applicant as to whether the J. Clifford Lee Memorial Cancer Fund or the Marguerite
Rennie Memorial Fund has been selected to provide the applicant with assistance.
The chairman of the Cancer Assistance Committee shall forward the applicant’s
documents to the chairman of the selected fund. The applicant shall be advised to
forward his or her bills to the chairman of the selected fund for review. Payment will
be allowed only for those bills approved by the chairman of the selected fund.
(d) Expenses. Expenses of the committee shall be charged to either the J. Clifford Lee
Memorial Cancer Fund or the Marguerite Rennie Memorial Fund whichever is provid-
ing the assistance.
(e) Members of the Committee. In making appointments to this committee due con-
sideration shall be given to the residential area of the appointee, accepting for this
purpose, as far as possible, the districts as established for the Benevolent Fund Com-
mittee.
(f ) Vacancies on the Committee. Vacancies on the committee shall be filled by the
Worthy Grand Matron for the unexpired term.
(g) An applicant for assistance must be a member in good standing of a California
chapter when filing the application for assistance.
(h) Assistance from the Funds will not be granted after the death of the proposed re-
cipient of aid unless the application for aid has been made prior to his or her demise,
as provided in subsection (a).
(i) An applicant for assistance will be reimbursed for bills incurred from the date of di-
agnosis or the date of initiation into the Order or the date of affiliation with a chapter
in California, whichever is later. All bills submitted must be related to the treatment
or diagnosis of cancer.
(j) In the matter of an extreme emergency, the committee of either the J. Clifford
Lee Memorial Cancer Fund or the Marguerite Rennie Memorial Fund, or the Worthy
Grand Matron shall have the power to act as is deemed imminent. Follow-up of case
history shall be required the same as for any other application for assistance.
(k) In the event of the death of a member receiving assistance from either cancer
fund and where financial assistance for burial is required, the Chapter of which the
deceased was a member shall make application for such emergency burial relief to
the chairman of the Benevolent Fund Committee.
(l) Exhaustion of Funds and Transfer of Application. When the Chairman of Cancer As-
sistance receives notification from the Committee of the J. Clifford Lee Memorial Can-
cer Fund or the Marguerite Rennie Memorial Fund that a member has exhausted the
funds available from that fund, the Chairman shall contact the member and perform
such investigation as may be necessary to determine if assistance is desired from
the other fund and if the member qualifies for such assistance. The application of an
eligible member who desires further assistance shall be forwarded to the chairman
of the other fund along with any pertinent information obtained by the Chairman of
Cancer Assistance during the investigation. The date of application for the second
fund shall be considered to be the date on which the application is forwarded to the
second fund.
(2008)
Notes

ch
 Appendix A
SAMPLE MINUTES
January 5, 2005

A stated meeting of Star Chapter No. 1 was held in Star Masonic Temple,
25 First Street, San Francisco, on Friday, January 5, 2005. The meeting was
called to order in regular form at 8:00 p.m. by Worthy Matron, Jane Doe,
assisted by Worthy Patron, John Doe.

ESCORT: Past Grand Matron, Mary Smith; Deputy Grand Matron, Elsie
Black; 6 Worthy Matrons and 5 Worthy Patrons: 12 Past Matrons and 7
Past Patrons of Star Chapter, were escorted to the East and presented. The
Associate Patron was asked to present the first time visitors.

ROLL CALL: All Officers were present with the exception of the Marshal and
Adah, whose stations were filled by Sue Brown and Gladys Smith, respectively.

MINUTES: The minutes of the meeting of December 15, 2004 were

approved as read. (If corrections had been made: “The minutes of the meeting
of December 15, 2004 were approved as corrected. The correction being . . . .”)

PETITIONS FOR MEMBERSHIP: A petition for initiation was received

from Joan Smith, wife of John Smith, a member of Blue Lodge No. 2, f&am
of San Francisco. She resides at 1001 Hill Street, San Francisco and is
recommended by John Brown and Mary Brown. The fee accompanied the
petition.

REPORTS OF INVESTIGATION COMMITTEES AND BALLOTING

UPON PETITIONS FOR MEMBERSHIP: The Committees of
Investigation, having reported favorably, on the petitions of Lucille Brooks
to receive the degrees and on James Black to become a member by affiliation,
were dismissed and the applicants balloted upon. The ballot being clear, the
Worthy Matron declared the petitioners elected.

CONFERRING OF DEGREES: The Ceremony of Initiation was conferred

on Lois and John Cooper and Ann Jones, with Sue Smith acting as the Courtesy
Candidate. The new members signed the Chapter’s Bylaw Book.

COMMUNICATIONS: Letter received from the Worthy Grand Matron

regarding Public Schools Month; Invitations to Receptions honoring the
Grand Ruth on February 12 and the Grand Esther on March 16th; Notice of
social events and bulletins received from various Chapters, all were read. (It
is not necessary to elaborate on each event.) A request for a Demit was read
from Helen Brown.

A
 UNFINISHED BUSINESS: The Secretary read the following resolution,
which had been presented at the meeting of December 15, 2004. “Resolved
that Article V, Section 1 of the bylaws of this Chapter be amended to read,
‘The dues of each member shall be $20.00, payable annually on January 1st, in
advance.’” Motion by John Gray, was seconded, the proposed amendment was
carried by a 2/3 vote of the members present and voting.

NEW BUSINESS: A demit was granted to Helen Brown with regrets. (On
any motion, give the name of the maker of the motion. It is not necessary to
state the name of the second. Do not include any discussion.)

REPORT OF STANDING COMMITTEE: The Budget for the fiscal year was
read by the Chairman of the Budget Committee, Jack White. The anticipated
income and the estimated expenditures listed as $1,235.00. Brother Jack, for
the Budget Committee, moved that the budget be adopted. The budget was
adopted. A copy of the report is attached to these minutes.

REPORT OF SPECIAL COMMITTEES: Joan Smith, Chairman of

the Committee to purchase new paraphernalia, reported the Committee
was obtaining prices and asked for additional time to complete her report.
Permission granted.

CIRCLE OF CONCERN: The members stood in memory of William Hall,

who passed away December 21, 2004. Chairman of the Circle of Concern,
Trudy White, gave her report.

RECEIPTS: The following paid $10.00 dues and $5.00 Home Assessments;
Mary Brown, Jean and Jack Black, Sam and Sara Kline, Tom Smith. Dues and
Home Assessments total $90.00 (OR Total Dues and Assessments $90.00).
Donations to the Home Endowment Fund from Sue Smith in memory of
William Hall and from Ken King total $25.00. Purchase of a Ritual by Lois
Lane $30.00. Total receipts at the meeting $145.00. Interest received in the
amount of $ 1.92 on the savings account. Total receipts of $ 146.92.

BILLS: The following properly audited bills were ordered paid:

Masonic Temple, rent for December 100.00

Salaries for January 2005:
Helen Smith, Secretary 50.00
Lou Green, Sentinel 7.50
Mildred White, Organist 25.00
Brown’s Bakery
Refreshments 1–5–05 26.00
Lucky’s Market, Coffee 7.49
Total disbursements $215.99

B
GOOD OF THE ORDER: The Worthy Patron was invited to preside and
complimented the Officers and welcomed our new members. He called on our
Past Grand Matron, Mary Smith, who responded graciously, as did Deputy
Grand Matron, Elsie Black.

When assuming her authority, the Worthy Matron called attention to

the Official Visit of the Worthy Grand Matron on March 2nd and urged all to
attend. She thanked Sue Smith for acting as the Courtesy Candidate and for
being Chairman of the evening.

CLOSING: There being no further business, the Chapter was closed in form,
the Farewell being given by Past Grand Matron, Mary Smith.

(Signed)(Signed)
Worthy Matron Secretary

After the meeting a short program prepared by the Officers was enjoyed
and refreshments of apple pie and cheese were served by the Job’s Daughters
of Bethel No. 6.

C
Notes

D
 Appendix B
TAX INFORMATION

ALL CHAPTERS:

Chapter Annual Financial Report Form:

• All chapters MUST complete this form unless they file a Federal
Form 990.
• Annually mailed from the Grand Chapter office to each Chapter in
August.
• Financial information covering the period October 1st through
September 30th.
• Must be returned to Grand Chapter after September 30th but by
November 15th of each year.

Federal Form 990: Return of Organization Exempt from Income Tax

• All chapters are required to file Form 990 annually, unless included
in Grand Chapter’s filing of the Form 990.
• Chapters who are currently filing this form will continue to do so.
• If your Chapter files a Federal form 990, they will not be required to
complete the Chapter Annual Financial Report above.
• The Grand Chapter office MUST be sent a copy of the 990 filed by
individual chapters.

SALES TAX:
A Chapter is subject to California Sales Tax if it has retail sales outside of
the Masonic Temple and to people other than our own members. A temporary
Sales Tax permit should be obtained from the State Board of Equalization.

For application call 1-800-400-7115

For application on line http://www.boe.ca.gov/info/reg.htm#sales

BOE400SPA

PUBLICATIONS:
Circular E, Employer’s Tax Guide from the Internal Revenue Service.
DE 44, Employer’s Tax Guide from the Employment Development
Department.

E
PAYROLL TAX INFORMATION:

Numbers:
Federal: Employer Identification Number (EIN, FIN, TIN)
Obtain number on IRS form SS-4
State: Employment Development Department (EDD)
Obtain number on State form DE 1 NP

Employer:
If a Chapter pays any salary, the Chapter is an Employer.

Employee:
An employee is a person who is given direction for the work that is
performed. Good examples are the Secretaries and the Treasurers. Not only
are you directing them, but you also have the right to control the work that is
being done.

An Independent Contractor is someone who does the work and you only
control the results. It is a person that could perform work at several places. An
example of this could be an organist.

The following information pertains to Chapters who pay NO salaries.

Letter:
If a Chapter pays no salaries, a letter signed and sealed by the Secretary
MUST be sent to the Grand Chapter office each year stating that no salaries
were paid during the period of July 1, (preceding year) through June 30,
(current year).

If the Chapter pays no salaries, you may

disregard the remainder of this Appendix.
The following information pertains to Chapters who ARE paying salaries.
Chapters that pay combined salaries that total over $100 per quarter file the
following State forms:
• DE 6 filed quarterly
• DE 7 filed annually
• DE 88 filed quarterly
• DE 34 when new employees

F
Chapters that pay salaries file the following Federal forms:
• 940-EZ file annually
• 941 filed quarterly
• 941 V filed quarterly
• if instructed by the IRS, a chapter may file a 944 annually instead of
the 941 & 941 V filed quarterly

Chapters that file Federal Form 941 file the following:

• W-2 annually in January
• W-3 annually in February

All employees complete a W-4 annually in January

Deadlines for filing Federal and State forms:

1st quarter January 1 – March 31 Postmarked by April 30
2nd quarter April 1 – June 30 Postmarked by July 31
3rd quarter July 1 – September 30 Postmarked by October 31
4th quarter October 1 – December 31 Postmarked by January 31

Form DE 34: State Report of New Employee(s)

• Complete if filing State Taxes for the first time
• Complete as a new Secretary to notify State of new contact person
• Within 20 days of starting work, complete if hiring any new
employees
• All employees may be listed on the same form
• Make a copy for your files
• Mail to: Employment Development Department, P. O. Box 997016,
MIC 23, West Sacramento, CA 95799-7016

Form DE 6: State Quarterly Wage and Withholding Report

• File this report quarterly
• If a Chapter pays employees only once a year, the form must still
be completed quarterly with zero total salaries until the quarter in
which the salaries are paid and then complete the form with the total
salaries paid that quarter.
• After your first filing, this form should be mailed to you quarterly
• Make a copy for the Grand Chapter office and your files
• Mail to: State of California, Employment Development Department,
P. O. Box 826288, Sacramento, CA 94230-6288

G
Form DE 88: State Payroll Tax Deposit
• A book of coupons will be sent to the Chapter directly from the State
• Fill out this form for the quarter being paid and mail with your check
payable to EDD to:
Employment Development Department
P. O. Box 826276, Sacramento, CA 94230-6276
• The amounts are entered for:
• UI Unemployment Insurance on first $7,000 of salary —
paid by chapter
• ETT Employer Training Tax on first $7,000 of salary — paid by
chapter
• PIT Personal Income Tax — paid by employee
• SDI State Disability Insurance — paid by employee

Form DE 7: State Annual Reconciliation Statement

• Totals of all DE 6s and DE 88s filed through the year
• If all State taxes have been correctly reported and paid quarterly, this
form will total “zero” when filled out. Sign and mail the form.
• Mail to: State of California, Employment Development Department,
P. O. Box 826286, Sacramento, CA 94230-6286

Form 940: Employer’s Annual Federal Unemployment, FUTA

• Form is prepared and sent to the IRS annually.
• Form is filed by Chapters that pay salaries.
• Form 940-EZ may be used if all state unemployment was paid by
January 31st and if all wages taxable by FUTA are also taxable for
state’s unemployment tax.
• Applies to individual salaries that amount to over $50 per quarter.

Chapters that pay individual salaries that total over $50 per quarter file
the following Federal forms: (FUTA)
• 940-EZ filed annually
• 940-V(EZ) filed annually

Form 940-EZ: Federal Employer’s Annual Federal Unemployment Tax

Return (FUTA)
• File this report annually
• Form is filed by Chapters that pay individual salaries that total over
$50 per quarter.

H
Form 940-V(EZ): Payment Voucher (lower part of the 940-EZ form)
• Fill out this form and mail with your check pazyable to United States
Treasury to:
Return without payment: Ogden, Utah 84102-0047
Return with payment: P.O. Box 660351,
Dallas, Texas 75266-0351

Form 941: Federal Insurance Contribution Act, FICA

• Form is prepared and sent to the IRS quarterly.
• Form is filed by Chapters that pay salaries.
• This is a Social Security tax of which a percentage is paid by the
employee and a percentage is paid by the employer.
• After the first filing, this form should be sent to you quarterly by the
IRS.
• If a Chapter pays employees only once a year, the form must still
be completed quarterly with zero total salaries until the quarter in
which the salaries are paid and then complete the form with the total
salaries paid that quarter.
• Make a copy for the Grand Chapter office and your files.

Form 941-V: Payment Voucher

• Fill out this form for the quarter being paid and mail with your check
payable to the United States Treasury to:
Internal Revenue Service
Return without payment: Ogden, Utah 84201-0046
Return with payment: P. O. Box 660264
Dallas, Texas 75266-0264

W-4: Employee Withholding Allowance Certificate

• At the beginning of each year, give each employee a W-4 to complete
and file with the Chapter. You retain this form.
• Usually the amount of salary received is below the starting amount
for withholding income tax, so this will not be dealt with.

Form W-2: Wage and Tax Statement (multi-copy form)

• One form is made out for each employee for their individual income
tax records
• Copies of the W-2 must be given to the employee by January 31st

I
Form W-3: Transmittal of Wage and Tax Statements
• The total wages on this form are the total of the W-2 wages
• Send Copy A of each W-2 form together with the W-3 form to:
Social Security Administration
Data Operations Center
Wilkes-Barre, PA 18769-0001
• Deadline is February 28th (29th)

These forms are available on the Internet:

Federal: IRS — http://www.irs.gov
State: EDD — http://www.edd.ca.gov

The Grand Chapter office requires copies

of all 941 and DE 6 forms quarterly.
The following information pertains to Chapters who ARE paying fees to an
Independent Contractor.

Form 1099:
• Complete this form on each Independent Contractor in January.
• Must be filed on any contractor whose fee was $600 or more for the
year
• Form must be given to contractor by January 31st
• You must have the contractor’s Tax I.D. number

J
Notes

K
A worksheet might assist you in preparing the various
reports required when the Chapter pays salaries. The
worksheet below is an example of one way that salaries

1st Quarter 2nd Quarter

Jan Feb Mar Apr May Jun
Sec Treas Total Sec Treas Total

Gross Salary 300.00 75.00 375.00 300.00 75.00 375.00

F.I.C.A. (6.2%) 18.60 4.65 23.25 18.60 4.65 23.25

Medicare (1.45%) 4.35 1.09 5.44 4.35 1.09 5.44
S.D.I. (.9%) 2.70 0.68 28.69 2.70 0.68 28.69

Net Wages 274.35 68.59 342.94 274.35 68.59 342.94

Times %

DE

L
 and deductions may be tracked. On the following pages,
examples are shown moving the information from the
worksheet to some of the forms.

4th Quarter Yearly Total

Aug Sep Oct Nov Dec
Treas Total Sec Treas Total Sec Treas Total

75.00 375.00 300.00 75.00 375.00 1,200.00 300.00 1,500.00

INSTRUCTIONS FOR COMPLETING PAYROLL TAX DEPOSIT (DE88ALL) COUPON
The DE 88ALL coupon can be completed one of two ways, either by using your computer screen and completing the form as a fill-in, or by first printing a copy of
4.65it. Please
the blank form and completing 23.25 18.60 below before
read the instructions 4.65 you begin.
23.25 74.40 18.60 93.00
1.09using your
Completing coupon as a fill-in 5.44 4.35
computer screen: 1.09 5.44 17.40
General Instructions: 4.35 21.75
1. Point your mouse under0.68 28.69 on the coupon
“Employer Name” 2.70 and click.0.68 28.69 10.80
Make sure that your 2.70number and
employer account 114.75
business name are
2. Type in UPPER CASE. entered on the coupon and that the payment amounts are entered in the
3. After typing Employer Name, tab to the next section. correct fill-in boxes (for example, UI in the UI box, SDI in the SDI box, etc.).
4. Continue completing by 68.59 342.94
typing each 274.35 fill-in box.
number in a separate 68.59 342.94 1,097.40or credit amounts
Do not enter negative 274.35 on the1,371.75
coupon. If any of the
5. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). deposit amounts are zero, leave the boxes blank.
Completing coupon using a typewriter or printer:  See page 2 for completing Items 1, 2, 3, and 4 on the coupon.
1. Use 10 point (ten characters per inch) when typing; use Courier font size  See page 3 for Deposit Schedule and Payment Due Date information.
12 when using computer equipment.
Should M  Tax payment and deposit requirement information for Next Banking
2. Use black ink.
3. Type in UPPER CASE, with each number in a separate fill-in box. atch Day, Semi-Weekly, Monthly, and Quarterly filers can be found at
www.edd.ca.gov/taxrep/taxpay.htm on the Internet.
4. Avoid using italics, script, or variable print typewriters.  For more detailed instructions, please refer to the DE 88 ALL-I (Instructio
5. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). found at www.edd.ca.gov/taxrep/taxform.htm on the Internet. If you hav
Completing coupon using a pen: questions or need assistance, call us toll-free at 1-888-745-3886.
1. Use black ink. After completing the DE 88ALL coupon, cut along dashed lines and mail wit
2. Print in CAPITAL LETTERS, with each number in a separate fill-in box. payment to EDD at PO Box 826276, Sacramento CA 94230-6276. Please
3. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). write your employer account number on your check or money order.

PAYROLL TAX DEPOSIT DE 88ALL (TYPE OR PRINT IN BLACK INK ONLY):

1. PAY DATE: 2. DEPOSIT SCHEDULE: 4. DEPOSIT AMOUNTS:

MUST BE COMPLETED (MARK ONE BOX ONLY) Rate Tax
STATE OF CALIFORNIA
EMPLOYMENT DEVELOPMENT
NEXT
BANKING A) () UI , ,
()
DEPARTMENT DAY

P O BOX 826276 (Last PAY DATE covered by deposit)
SACRAMENTO, CA 94230-6276 SEMI-
B) ETT , ,
()
WEEKLY
Employer Name

CUT ALONG DASHED LINES
SDI , ,
CUT ALONG DASHED LINES

Employer DBA MONTHLY C)


California
Indicate your Account Number here; Please enter on your check
QUARTERLY D) PIT , ,
.

3. QUARTER
COVERED
E) Penalty , ,
.


EMPLOYMENT DEVELOPMENT DEPARTMENT

F) Interest , ,
TOTAL .


G)
PAID , , 
01880698 PAY THIS AMOUNT
TOTAL LINES A THROUGH F.
DO NOT FOLD OR STAPLE.
Make check payable to EDD.
PREPARER’S SIGNATURE TELEPHONE NO.

X ( )
DEPARTMENT USE ONLY DE 88ALL Rev. 16 (1-04) (INTERNET)
CUT ALONG DASHED LINES

88ALL Rev. 16 (1-04) (INTERNET) Page 1 of 3

M
 QUARTERLY WAGE
AND WITHHOLDING REPORT
PLEASE TYPE THIS FORM PER INSTRUCTIONS ON REVERSE

Page number _______ of ______

You must FILE this report even if you had no payroll. If you had no payroll,
complete Items C or D and P.
00060198 YR QTR

DELINQUENT IF
QUARTER NOT POSTMARKED
ENDED DUE OR RECEIVED BY
EMPLOYER ACCOUNT NO.

DO NOT ALTER THIS AREA

P1 C T S W A

EFFECTIVE DATE
Mo. Day Yr. WIC

A. EMPLOYEES full-time and part-time who worked during or

received pay subject to UI for the payroll period which
includes the 12th of the month.
1st Mo. 2nd Mo. 3rd Mo.

Check this box if you are reporting ONLY Voluntary Plan DI wages on this page.
B. Report PIT Wages and PIT Withheld, if appropriate. (See instructions for Item B.) C. NO PAYROLL D. OUT OF BUSINESS/FINAL REPORT
Date
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
J. TOTAL SUBJECT WAGES THIS PAGE K. TOTAL PIT WAGES THIS PAGE L. TOTAL PIT WITHHELD THIS PAGE

. . .
M. GRAND TOTAL SUBJECT WAGES N. GRAND TOTAL PIT WAGES O. GRAND TOTAL PIT WITHHELD

. . .
P. I declare that the information herein is true and correct to the best of my knowledge and belief.

Preparer’s
Signature Title Phone ( ) Date
(Owner, Accountant, Preparer, etc.)

DE 6 Rev. 4 (2-04) (INTERNET) MAIL TO: State of California/Employment Development Department /P.O. Box 826288/Sacramento, CA 94230-6288

Page 1 of 2 CU

1st Quarter 2nd Quarter

Sec Treas Warder Total Sec Treas Warder Total

Gross Salary 300.00 75.00 30.00 405.00 300.00 75.00 30.00 405.00

F.I.C.A. (6.2%) 18.60 4.65 1.86 25.11 18.60 4.65 1.86 25.11
Medicare (1.45%) 4.35 1.09 0.44 5.87 4.35 1.09 0.44 5.87
S.D.I. (.9%) 2.70 0.68 0.27 30.98 2.70 0.68 0.27 30.98

Net Wages 274.35 68.59 27.44 370.37 274.35 68.59 27.44 370.37

N
Form 941 for 2005: Employer’s Quarterly Federal Tax Return
Department of the Treasury — Internal Revenue Service
9901
(Rev. January 2005) OMB No. 1545-0029

—
Employer identification number Report for this Quarter ...
(Check one.)

Name (not your trade name)

1: January, February, March
Trade name (if any)
2: April, May, June

Address 3: July, August, September

Number Street Suite or room number

4: October, November, December

City State ZIP code

Read the separate instructions before you fill out this form. Please type or print within the boxes.
Part 1: Answer these questions for this quarter.
1 Number of employees who received wages, tips, or other compensation for the pay period
including: Mar. 12 (Quarter 1), June 12 (Quarter 2), Sept. 12 (Quarter 3), Dec. 12 (Quarter 4) 1

2 Wages, tips, and other compensation 2 .

3 Total income tax withheld from wages, tips, and other compensation 3 .
4 If no wages, tips, and other compensation are subject to social security or Medicare tax Check and go to line 6.
5 Taxable social security and Medicare wages and tips:
Column 1 Column 2

5a Taxable social security wages . � .124 = .

5b Taxable social security tips . � .124 = .
5c Taxable Medicare wages & tips . � .029 = .
5d Total social security and Medicare taxes (Column 2, lines 5a + 5b + 5c = line 5d) 5d .
6 Total taxes before adjustments (lines 3 + 5d = line 6)
7 Tax adjustments (If your answer is a negative number, write it in brackets.):
6 .
7a Current quarter’s fractions of cents
.
7b Current quarter’s sick pay .
7c Current quarter’s adjustments for tips and group-term life insurance
.
7d Current year’s income tax withholding (Attach Form 941c) .
7e Prior quarters’ social security and Medicare taxes (Attach Form 941c) .
7f Special additions to federal income tax (reserved use) .
7g Special additions to social security and Medicare (reserved use) .
7h Total adjustments (Combine all amounts: lines 7a through 7g.) 7h .
8 Total taxes after adjustments (Combine lines 6 and 7h.) 8 .
9 Advance earned income credit (EIC) payments made to employees 9 .
10 Total taxes after adjustment for advance EIC (lines 8 – 9 = line 10) 10 .
11 Total deposits for this quarter, including overpayment applied from a prior quarter 11 .
12 Balance due (lines 10 – 11 = line 12) Make checks payable to the United States Treasury 12 .
13 Overpayment (If line 11 is more than line 10, write the difference here.) . Check one Apply to next return.
Send a refund.
Next 

For Privacy Act and Paperwork3rd QuarterAct Notice, see the back of the Payment Voucher.
Reduction 4th Quarter Cat. No. 17001Z Form 941 (Rev. 1-2005)

Sec Treas Warder Total Sec Treas Warder Total

300.00 75.00 30.00 405.00 300.00 75.00 30.00 405.00

18.60 4.65 1.86 25.11 18.60 4.65 1.86 25.11

4.35 1.09 0.44 5.87 4.35 1.09 0.44 5.87
2.70 0.68 0.27 30.98 2.70 0.68 0.27 30.98

274.35 68.59 27.44 370.37 274.35 68.59 27.44 370.37

O
 1st Quarter
Jan Feb Mar
Sec Treas Total

Gross Salary 300.00 75.00 375.00

F.I.C.A. (6.2%) 18.60 4.65 23.25

Medicare (1.45%) 4.35 1.09 5.44
S.D.I. (.9%) 2.70 0.68 28.69

Net Wages 274.35 68.59 342.94

2nd Quarter
Sec Treas Total

Gross Salary 300.00 75.00 375.00

F.I.C.A. (6.2%) 18.60 4.65 23.25

Medicare (1.45%) 4.35 1.09 5.44
S.D.I. (.9%) 2.70 0.68 28.69

Net Wages 274.35 68.59 342.94

3rd Quarter
Sec Treas Total

Gross Salary 300.00 75.00 375.00

F.I.C.A. (6.2%) 18.60 4.65 23.25

Medicare (1.45%) 4.35 1.09 5.44
S.D.I. (.9%) 2.70 0.68 28.69

Net Wages 274.35 68.59 342.94

4th Quarter
Sec Treas Total

Gross Salary 300.00 75.00 375.00

F.I.C.A. (6.2%) 18.60 4.65 23.25

Medicare (1.45%) 4.35 1.09 5.44
S.D.I. (.9%) 2.70 0.68 28.69

Net Wages 274.35 68.59 342.94

Yearly Total
Sec Treas Total

Gross Salary 1,200.00 300.00 1,500.00

F.I.C.A. (6.2%) 74.40 18.60 93.00

Medicare (1.45%) 17.40 4.35 21.75
S.D.I. (.9%) 10.80 2.70 114.75

Net Wages 1,097.40 274.35 1,371.75

P
 a Control number
22222 OMB No. 1545-0008
b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld

c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

d Employee’s social security number 9 Advance EIC payment 10 Dependent care benefits

e Employee’s first name and initial Last name 11 Nonqualified plans 12a
C

Secretary, Your
o
d
e

13 Statutory Retirement Third-party 12b

employee plan sick pay

1234 Main St.

C
o
d
e

14 Other 12c
Anytown, CA 92000-0001 C
o

SDI
d
e

12d
C
o
d
e

f Employee’s address and ZIP code

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Page 3 of 12 of Form W-2 (Page 4 is blank) 6 Part 3
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

W-2 Wage and Tax

2005
Department of the Treasury—Internal Revenue Service
Form Statement
Copy 1—For State, City, or Local Tax Department

a Control number
22222 OMB No. 1545-0008
b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld

c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

d Employee’s social security number 9 Advance EIC payment 10 Dependent care benefits

e Employee’s first name and initial Last name 11 Nonqualified plans 12a
C
o

Treasurer, Your
d
e

13 Statutory Retirement Third-party 12b

employee plan sick pay C

9876 Main St.

o
d
e

14 Other 12c

Anytown, CA 92000-0002
C
o
d

SDI e

12d
C
o
d
e

f Employee’s address and ZIP code

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name

W-2
Wage and Tax
2005
Department of the Treasury—Internal Revenue Service
Form Statement
Copy 1—For State, City, or Local Tax Department

Q
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

a Control number
22222 OMB No. 1545-0008
b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld

c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

d Employee’s social security number 9 Advance EIC payment 10 Dependent care benefits

e Employee’s first name and initial Last name 11 Nonqualified plans 12a
C
o
d
e

13 Statutory Retirement Third-party 12b

employee plan sick pay C
o
d
e

14 Other 12c
C
o
d
e

12d
C
o
d
e

f Employee’s address and ZIP code

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name
Page 3 of 12 of Form W-2 (Page 4 is blank) 6 Part 3
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

W-2
Wage and Tax
2005
Department of the Treasury—Internal Revenue Service
Form Statement
Copy 1—For State, City, or Local Tax Department

a Control number
22222 OMB No. 1545-0008
b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld

c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

d Employee’s social security number 9 Advance EIC payment 10 Dependent care benefits

e Employee’s first name and initial Last name 11 Nonqualified plans 12a
C
o
d
e

13 Statutory Retirement Third-party 12b

employee plan sick pay C
o
d
e

14 Other 12c
C
o
d
e

12d
C
o
d
e

f Employee’s address and ZIP code

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name

W-2 Wage and Tax

2005
Department of the Treasury—Internal Revenue Service
Form Statement
Copy 1—For State, City, or Local Tax Department

R
 Action Date Signature
TLS, have you Version A 2 O.K. to print
transmitted all R T:FP:F
text files for this
cycle update? Folio 1 of 2 of Form W–3 (Folio 2 is Blank) 2 Part O.K. to print
Responsible
The type and rule above prints on all proofs including depart-
mental reproduction proofs. MUST be removed before printing. scan organization
Date
Revised proofs

Check this box

requested
Separation 1: red ink
Separation 2: black

DO NOT STAPLE OR FOLD

a Control number For Official Use Only 
33333 OMB No. 1545-0008
b 941 Military 943 1 Wages, tips, other compensation 2 Federal income tax withheld
Kind
of
Payer  CT-1
Hshld.
emp.
Medicare
govt. emp.
Third-party
sick pay 3 Social security wages 4 Social security tax withheld

c Total number of Forms W-2 d Establishment number 5 Medicare wages and tips 6 Medicare tax withheld

e Employer identification number (EIN) 7 Social security tips 8 Allocated tips

f Employer’s name 9 Advance EIC payments 10 Dependent care benefits

11 Nonqualified plans 12 Deferred compensation

13 For third-party sick pay use only

14 Income tax withheld by payer of third-party sick pay

g Employer’s address and ZIP code
h Other EIN used this year

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax

18 Local wages, tips, etc. 19 Local income tax

Contact person Telephone number For Official Use Only

( )
Email address Fax number
( )
Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief,
they are true, correct, and complete.

Signature  Title  Date 

Form W-3 Transmittal of Wage and Tax Statements 2005 Department of the Treasury
Internal Revenue Service

Send this entire page with the entire Copy A page of Form(s) W-2 to the Social Security Administration.
Photocopies are not acceptable.
Do not send any payment (cash, checks, money orders, etc.) with Forms W-2 and W-3.

Reminder Where To File

Separate instructions. See the 2005 Instructions for Forms Send this entire page with the entire Copy A page of Form(s)
W-2 and W-3 for information on completing this form. W-2 to:
Social Security Administration
Purpose of Form Data Operations Center
Wilkes-Barre, PA 18769-0001
Use Form W-3 to transmit Copy A of Form(s) W-2, Wage
and Tax Statement. Make a copy of Form W-3 and keep it Note. If you use “Certified Mail” to file, change the ZIP code
with Copy D (For Employer) of Form(s) W-2 for your records. to “18769-0002.” If you use an IRS-approved private delivery
Use Form W-3 for the correct year. File Form W-3 even if service, add “ATTN: W-2 Process, 1150 E. Mountain Dr.” to
only one Form W-2 is being filed. If you are filing Form(s) the address and change the ZIP code to “18702-7997.” See
W-2 on magnetic media or electronically, do not file Form Publication 15 (Circular E), Employer’s Tax Guide, for a list
W-3. of IRS-approved private delivery services.
When To File Do not send magnetic media to the address shown
File Form W-3 with Copy A of Form(s) W-2 by above.
February 28, 2006.

For Privacy Act and Paperwork Reduction Act Notice, see back of Copy D of Form W-2.

Cat. No. 10159Y

S
Notes

T
 TAX FORMS
New Employees Tax Forms
REPORT OF NEW EMPLOYEE(S)
See detailed instructions on reverse side. Please type or print.
NOTE: Report new employees within 20 days of start of work. 00340600
DATE CA EMPLOYER ACCOUNT NO. BRANCH CODE FEDERAL ID NO

M M D D Y Y

BUSINESS NAME CONTACT PERSON TELEPHONE NO.

ADDRESS STREET CITY STATE ZIP

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

EMPLOYEE FIRST NAME MI EMPLOYEE LAST NAME

SOCIAL SECURITY NO. STREET NO. STREET NAME UNIT/APT

CITY STATE ZIP START-OF-WORK DATE

M M D D Y Y

DE 34 Rev. 5 (12-04) (INTERNET) MAIL TO: Employment Development Department / P.O. Box 997016, Document Management Group, MIC 96
West Sacramento, CA 95799-7016 or Fax to (916) 319-4400
Page 1 of 2

DE 34
State — Report of New Employees

U
cycle update? O.K. to print
MARGINS: TOP 13mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD to HEAD
PAPER: WHITE WRITING, SUB. 20. INK: BLACK
FLAT SIZE: 216mm (81⁄2 ") x 279mm (11")
Date PERFORATE: 179mm (67⁄8 ") FROM TOP TRIM Revised proofs
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT requested

Form W-4 (2005) earner/two-job situations. Complete all worksheets

Purpose. Complete Form W-4 so that your
employer can withhold the correct federal income
tax from your pay. Because your tax situation may
change, you may want to refigure your withholding
each year.
Exemption from withholding. If you are exempt,
complete only lines 1, 2, 3, 4, and 7 and sign the
form to validate it. Your exemption for 2005 expires
February 16, 2006. See Pub. 505, Tax Withholding
and Estimated Tax.
Note. You cannot claim exemption from withholding
if (a) your income exceeds $800 and includes more
than $250 of unearned income (for example, interest
and dividends) and (b) another person can claim you
as a dependent on their tax return.
Basic instructions. If you are not exempt, complete
the Personal Allowances Worksheet below. The
worksheets on page 2 adjust your withholding
allowances based on itemized deductions, certain
credits, adjustments to income, or two-
that apply. However, you may claim fewer (or zero)
allowances.
Head of household. Generally, you may claim head
of household filing status on your tax return only
if you are unmarried and pay more than 50% of
the costs of keeping up a home for yourself and
your dependent(s) or other qualifying individuals.
See line E below.
Tax credits. You can take projected tax credits into
account in figuring your allowable number of with-
holding allowances. Credits for child or dependent
care expenses and the child tax credit may be
claimed using the Personal Allowances Work-
sheet below. See Pub. 919, How Do I Adjust My
Tax Withholding? for information on converting your
other credits into withholding allowances.
Nonwage income. If you have a large amount of
nonwage income, such as interest or dividends, con-
sider making estimated tax payments using Form
1040-ES, Estimated Tax for Individuals. Otherwise,
you may owe additional tax.
Two earners/two jobs. If you have a working
spouse or more than one job, figure the total number
of allowances you are entitled to claim on all jobs
using worksheets from only one Form W-4. Your
withholding usually will be most accurate when all
allowances are claimed on the Form W-4 for the
highest paying job and zero allowances are claimed
on the others.
Nonresident alien. If you are a nonresident alien,
see the Instructions for Form 8233 before complet-
ing this Form W-4.
Check your withholding. After your Form W-4 takes
effect, use Pub. 919 to see how the dollar amount
you are having withheld compares to your projected
total tax for 2005. See Pub. 919, especially if your
earnings exceed $125,000 (Single) or $175,000
(Married).
Recent name change? If your name on line 1
differs from that shown on your social security
card, call 1-800-772-1213 to initiate a name change
and obtain a social security card showing your cor-
rect name.

Personal Allowances Worksheet (Keep for your records.)

A Enter “1” for yourself if no one else can claim you as a dependent A

 
● You are single and have only one job; or
B Enter “1” if: ● You are married, have only one job, and your spouse does not work; or B
● Your wages from a second job or your spouse’s wages (or the total of both) are $1,000 or less.
C Enter “1” for your spouse. But, you may choose to enter “-0-” if you are married and have either a working spouse or
more than one job. (Entering “-0-” may help you avoid having too little tax withheld.) C
D Enter number of dependents (other than your spouse or yourself) you will claim on your tax return D
E Enter “1” if you will file as head of household on your tax return (see conditions under Head of household above) E
F Enter “1” if you have at least $1,500 of child or dependent care expenses for which you plan to claim a credit F
(Note. Do not include child support payments. See Pub. 503, Child and Dependent Care Expenses, for details.)
G Child Tax Credit (including additional child tax credit):
● If your total income will be less than $54,000 ($79,000 if married), enter “2” for each eligible child.
● If your total income will be between $54,000 and $84,000 ($79,000 and $119,000 if married), enter “1” for each eligible
child plus “1” additional if you have four or more eligible children. G
H Add lines A through G and enter total here. (Note. This may be different from the number of exemptions you claim on your tax return.) � H


For accuracy, ● If you plan to itemize or claim adjustments to income and want to reduce your withholding, see the Deductions
complete all and Adjustments Worksheet on page 2.
worksheets ● If you have more than one job or are married and you and your spouse both work and the combined earnings from all jobs
that apply. exceed $35,000 ($25,000 if married) see the Two-Earner/Two-Job Worksheet on page 2 to avoid having too little tax withheld.
● If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 below.

Cut here and give Form W-4 to your employer. Keep the top part for your records.

W-4 Employee’s Withholding Allowance Certificate OMB No. 1545-0010

05
Form
Department of the Treasury
� Whether you are entitled to claim a certain number of allowances or exemption from withholding is
Internal Revenue Service subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS.
1 Type or print your first name and middle initial Last name 2 Your social security number

Home address (number and street or rural route)

3 Single Married Married, but withhold at higher Single rate.
Note. If married, but legally separated, or spouse is a nonresident alien, check the “Single” box.
City or town, state, and ZIP code 4 If your last name differs from that shown on your social security
card, check here. You must call 1-800-772-1213 for a new card. �

5 Total number of allowances you are claiming (from line H above or from the applicable worksheet on page 2) 5
6 Additional amount, if any, you want withheld from each paycheck 6 $
7 I claim exemption from withholding for 2005, and I certify that I meet both of the following conditions for exemption.
● Last year I had a right to a refund of all federal income tax withheld because I had no tax liability and
● This year I expect a refund of all federal income tax withheld because I expect to have no tax liability.
If you meet both conditions, write “Exempt” here � 7
Under penalties of perjury, I declare that I have examined this certificate and to the best of my knowledge and belief, it is true, correct, and complete.
Employee’s signature
(Form is not valid
unless you sign it.) � Date �

8 Employer’s name and address (Employer: Complete lines 8 and 10 only if sending to the IRS.) 9 Office code 10 Employer identification number (EIN)
(optional)

For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 10220Q Form W-4 (2005)

W-4
Federal — Employee’s Withholding Allowance Certificate

V
Quarterly Tax Forms

QUARTERLY WAGE
AND WITHHOLDING REPORT
PLEASE TYPE THIS FORM PER INSTRUCTIONS ON REVERSE

Page number _______ of ______

You must FILE this report even if you had no payroll. If you had no payroll,
complete Items C or D and P.
00060198 YR QTR

DELINQUENT IF
QUARTER NOT POSTMARKED
ENDED DUE OR RECEIVED BY
EMPLOYER ACCOUNT NO.

DO NOT ALTER THIS AREA

P1 C T S W A

EFFECTIVE DATE
Mo. Day Yr. WIC

A. EMPLOYEES full-time and part-time who worked during or

received pay subject to UI for the payroll period which
includes the 12th of the month.
1st Mo. 2nd Mo. 3rd Mo.

Check this box if you are reporting ONLY Voluntary Plan DI wages on this page.
B. Report PIT Wages and PIT Withheld, if appropriate. (See instructions for Item B.) C. NO PAYROLL D. OUT OF BUSINESS/FINAL REPORT
Date
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
E. SOCIAL SECURITY NUMBER F. EMPLOYEE NAME (FIRST NAME) (M.I.) (LAST NAME)

G. TOTAL SUBJECT WAGES H. PIT WAGES I. PIT WITHHELD

. . .
J. TOTAL SUBJECT WAGES THIS PAGE K. TOTAL PIT WAGES THIS PAGE L. TOTAL PIT WITHHELD THIS PAGE

. . .
M. GRAND TOTAL SUBJECT WAGES N. GRAND TOTAL PIT WAGES O. GRAND TOTAL PIT WITHHELD

. . .
P. I declare that the information herein is true and correct to the best of my knowledge and belief.

Preparer’s
Signature Title Phone ( ) Date
(Owner, Accountant, Preparer, etc.)

DE 6 Rev. 4 (2-04) (INTERNET) MAIL TO: State of California/Employment Development Department /P.O. Box 826288/Sacramento, CA 94230-6288

Page 1 of 2 CU

DE 6
State — Quarterly Wage and Withholding Report

W
 INSTRUCTIONS FOR COMPLETING PAYROLL TAX DEPOSIT (DE88ALL) COUPON
The DE 88ALL coupon can be completed one of two ways, either by using your computer screen and completing the form as a fill-in, or by first printing a copy of
the blank form and completing it. Please read the instructions below before you begin.
Completing coupon as a fill-in using your computer screen: General Instructions:
1. Point your mouse under “Employer Name” on the coupon and click. Make sure that your employer account number and business name are
2. Type in UPPER CASE. entered on the coupon and that the payment amounts are entered in the
3. After typing Employer Name, tab to the next section. correct fill-in boxes (for example, UI in the UI box, SDI in the SDI box, etc.).
4. Continue completing by typing each number in a separate fill-in box. Do not enter negative or credit amounts on the coupon. If any of the
5. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). deposit amounts are zero, leave the boxes blank.
Completing coupon using a typewriter or printer:  See page 2 for completing Items 1, 2, 3, and 4 on the coupon.
1. Use 10 point (ten characters per inch) when typing; use Courier font size  See page 3 for Deposit Schedule and Payment Due Date information.
12 when using computer equipment.  Tax payment and deposit requirement information for Next Banking
2. Use black ink. Day, Semi-Weekly, Monthly, and Quarterly filers can be found at
3. Type in UPPER CASE, with each number in a separate fill-in box. www.edd.ca.gov/taxrep/taxpay.htm on the Internet.
4. Avoid using italics, script, or variable print typewriters.  For more detailed instructions, please refer to the DE 88 ALL-I (Instructions)
5. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). found at www.edd.ca.gov/taxrep/taxform.htm on the Internet. If you have
Completing coupon using a pen: questions or need assistance, call us toll-free at 1-888-745-3886.
1. Use black ink. After completing the DE 88ALL coupon, cut along dashed lines and mail with
2. Print in CAPITAL LETTERS, with each number in a separate fill-in box. payment to EDD at PO Box 826276, Sacramento CA 94230-6276. Please
3. Don’t use any dollar signs and commas (examples: 472.03; 2189.50). write your employer account number on your check or money order.

PAYROLL TAX DEPOSIT DE 88ALL (TYPE OR PRINT IN BLACK INK ONLY):

1. PAY DATE: 2. DEPOSIT SCHEDULE: 4. DEPOSIT AMOUNTS:

MUST BE COMPLETED (MARK ONE BOX ONLY) Rate Tax
STATE OF CALIFORNIA
, ,
NEXT
EMPLOYMENT DEVELOPMENT BANKING A) UI
DEPARTMENT DAY

P O BOX 826276 (Last PAY DATE covered by deposit)
SACRAMENTO, CA 94230-6276
Employer Name
SEMI-
WEEKLY B) ETT , , 

CUT ALONG DASHED LINES

SDI , ,
CUT ALONG DASHED LINES

Employer DBA MONTHLY C)


California
Indicate your Account Number here; Please enter on your check
QUARTERLY D) PIT , ,
.

3. QUARTER
COVERED
E) Penalty , ,
.


EMPLOYMENT DEVELOPMENT DEPARTMENT

F) Interest , ,
TOTAL .


G)
PAID , , 
01880698 PAY THIS AMOUNT
TOTAL LINES A THROUGH F.
DO NOT FOLD OR STAPLE.
Make check payable to EDD.
PREPARER’S SIGNATURE TELEPHONE NO.

X ( )
DEPARTMENT USE ONLY DE 88ALL Rev. 16 (1-04) (INTERNET)
CUT ALONG DASHED LINES

DE 88ALL Rev. 16 (1-04) (INTERNET) Page 1 of 3 CU

DE 88
State — Payroll Tax Deposit

X
cycle update? O.K. to print
MARGINS: TOP 13 mm (1⁄2 ") CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE, WRITING, SUB. 20 INK: BLACK
FLAT SIZE: 216 mm (81⁄2 ") x 279 mm (11")
Date PERFORATE: NONE Revised proofs
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT requested

VERSION B

Form 941 for 2005: Employer’s Quarterly Federal Tax Return

Department of the Treasury — Internal Revenue Service
9901
(Rev. January 2005) OMB No. 1545-0029

—
Employer identification number Report for this Quarter ...
(Check one.)

Name (not your trade name)

1: January, February, March
Trade name (if any)
2: April, May, June

Address 3: July, August, September

Number Street Suite or room number

4: October, November, December

City State ZIP code

Read the separate instructions before you fill out this form. Please type or print within the boxes.
Part 1: Answer these questions for this quarter.
1 Number of employees who received wages, tips, or other compensation for the pay period
including: Mar. 12 (Quarter 1), June 12 (Quarter 2), Sept. 12 (Quarter 3), Dec. 12 (Quarter 4) 1

2 Wages, tips, and other compensation 2 .

3 Total income tax withheld from wages, tips, and other compensation 3 .
4 If no wages, tips, and other compensation are subject to social security or Medicare tax Check and go to line 6.
5 Taxable social security and Medicare wages and tips:
Column 1 Column 2

5a Taxable social security wages . � .124 = .

5b Taxable social security tips . � .124 = .
5c Taxable Medicare wages & tips . � .029 = .
5d Total social security and Medicare taxes (Column 2, lines 5a + 5b + 5c = line 5d) 5d .
6 Total taxes before adjustments (lines 3 + 5d = line 6)
7 Tax adjustments (If your answer is a negative number, write it in brackets.):
6 .
7a Current quarter’s fractions of cents
.
7b Current quarter’s sick pay .
7c Current quarter’s adjustments for tips and group-term life insurance
.
7d Current year’s income tax withholding (Attach Form 941c) .
7e Prior quarters’ social security and Medicare taxes (Attach Form 941c) .
7f Special additions to federal income tax (reserved use) .
7g Special additions to social security and Medicare (reserved use) .
7h Total adjustments (Combine all amounts: lines 7a through 7g.) 7h .
8 Total taxes after adjustments (Combine lines 6 and 7h.) 8 .
9 Advance earned income credit (EIC) payments made to employees 9 .
10 Total taxes after adjustment for advance EIC (lines 8 – 9 = line 10) 10 .
11 Total deposits for this quarter, including overpayment applied from a prior quarter 11 .
12 Balance due (lines 10 – 11 = line 12) Make checks payable to the United States Treasury 12 .
13 Overpayment (If line 11 is more than line 10, write the difference here.) . Check one Apply to next return.
Send a refund.
Next 

For Privacy Act and Paperwork Reduction Act Notice, see the back of the Payment Voucher. Cat. No. 17001Z Form 941 (Rev. 1-2005)

941 (page1)
Employer’s Quartly Federal Tax Return

Y
 MARGINS: TOP 13 mm (1⁄2 ") CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE, WRITING, SUB. 20 INK: BLACK
FLAT SIZE: 216 mm (81⁄2 ") x 279 mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

VERSION B

9902

Name (not your trade name) Employer identification number

Part 2: Tell us about your deposit schedule for this quarter.

If you are unsure about whether you are a monthly schedule depositor or a semiweekly schedule depositor, see Pub. 15
(Circular E), section 11.
Write the state abbreviation for the state where you made your deposits OR write “MU” if you made your
14 deposits in multiple states.

15 Check one: Line 10 is less than $2,500. Go to Part 3.

You were a monthly schedule depositor for the entire quarter. Fill out your tax
liability for each month. Then go to Part 3.

Tax liability: Month 1 .

Month 2 .
Month 3 .
Total . Total must equal line 10.
You were a semiweekly schedule depositor for any part of this quarter. Fill out Schedule B (Form 941):
Report of Tax Liability for Semiweekly Schedule Depositors, and attach it to this form.

Part 3: Tell us about your business. If a question does NOT apply to your business, leave it blank.

16 If your business has closed and you do not have to file returns in the future Check here, and

enter the final date you paid wages / / .

17 If you are a seasonal employer and you do not have to file a return for every quarter of the year Check here.

Part 4: May we contact your third-party designee?

Do you want to allow an employee, a paid tax preparer, or another person to discuss this return with the IRS? See the
instructions for details.
Yes. Designee’s name

Phone ( ) – Personal Identification Number (PIN)

No.

Part 5: Sign here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to
the best of my knowledge and belief, it is true, correct, and complete.

✗ Sign your name here

Print name and title

Date / / Phone ( ) –

Part 6: For paid preparers only (optional)

Preparer’s signature

Firm’s name

Address EIN

ZIP code

Date / / Phone ( ) – SSN/PTIN

Check if you are self-employed.
Page 2 Form 941 (Rev. 1-2005)

941 (page 2)
Employer’s Quartly Federal Tax Return

Z
 Annual Tax Forms

ANNUAL
RECONCILIATION STATEMENT

PLEASE TYPE THIS FORM - DO NOT ALTER PREPRINTED INFORMATION 00070104

YEAR
DELINQUENT IF
NOT POSTMARKED
YEAR ENDED DUE OR RECEIVED BY

EMPLOYER ACCOUNT NO.

DO NOT ALTER THIS AREA

P1 P2 C P U S A

DEPT. USE ONLY

T
Mo. Day Yr.
EFFECTIVE
DATE

FEIN
A. NO WAGES PAID THIS YEAR
CHECK
ADDITIONAL BOX IF: B. OUT OF BUSINESS
FEINS Date

C. TOTAL SUBJECT WAGES PAID THIS CALENDAR YEAR

D. UNEMPLOYMENT INSURANCE (UI) (Total Employee Wages up to per employee per calendar year)
(D1) UI % (D2) UI TAXABLE WAGES (D3) UI CONTRIBUTIONS

TIMES = 0.00

E EMPLOYMENT TRAINING TAX (ETT)

(E1) ETT % (E2) ETT CONTRIBUTIONS

TIMES UI Taxable Wages (D2) ...................................................... = 0.00

F. STATE DISABILITY INSURANCE (SDI) (Total Employee Wages up to $ per employee per calendar year)

(F1) SDI % (F2) SDI TAXABLE WAGES (F3) SDI EMPLOYEE CONTRIBUTIONS WITHHELD

TIMES = 0.00

PIT WITHHELD PER FORMS W-2 AND/OR 1099R

G. CALIFORNIA PERSONAL INCOME TAX (PIT) WITHHELD

0.00
H. SUBTOTAL (Add Items D3, E2, F3, and G)
I. LESS: CONTRIBUTIONS AND WITHHOLDINGS PAID FOR THE YEAR
(DO NOT INCLUDE PENALTY AND INTEREST PAYMENTS)

0.00
J. TOTAL TAXES DUE OR OVERPAID (Item H minus Item I)
If amount due, prepare a Payroll Tax Deposit, DE 88, and mail to P.O. Box 826276, Sacramento, CA 94230-6276. Mailing payments with DE 7 delays payment processing and may result in an
erroneous penalty and interest charges. Mandatory EFT filers must remit all SDI/PIT deposits by EFT to avoid Non-Compliance Penalty.

K. Be sure to sign this declaration: I declare that the information herein is true and correct to the best of my knowledge and belief.

Signature Title Phone ( ) Date

(Owner, Accountant, Preparer, etc.)

SIGN AND MAIL TO: State of California / Employment Development Department / P.O. Box 826286 / Sacramento CA 94230-6286
DE DE 7 Rev. 4 (1-04) (INTERNET) Page 1 of 2 CU

DE 7
State Annual Reconciliation Statement

AA
cycle update? O.K. to print
MARGINS: TOP 13 mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20. INK: PANTONE 3425U
FLAT SIZE: 432 mm (17") x 279 mm (11") FOLDED TO 216 mm (81⁄2 ") x 279 mm (11")
Date PERFORATE: ON FOLD AND HORIZONTALLY 73⁄4 ” FROM TOP Revised proofs
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT requested

Form 940-EZ Employer’s Annual Federal

Unemployment (FUTA) Tax Return
OMB No. 1545-1110

Department of the Treasury

Internal Revenue Service (99)
 See the separate Instructions for Form 940-EZ for information on completing this form. 04
T
Name (as distinguished from trade name) Calendar year FF
FD
You must Trade name, if any Employer identification number (EIN) FP
complete
this section.
 I
Address (number and street) City, state, and ZIP code T

Answer the questions under Who May Use Form 940-EZ on page 2. If you cannot use Form 940-EZ, you must use For m 940.
A Enter the amount of contributions paid to your state unemployment fund (see the separate instructions)  $
B (1) Enter the name of the state where you have to pay contributions 
(2) Enter your state reporting number as shown on your state unemployment tax return 

If you will not have to file returns in the future, check here (see Who Must File in separate instructions) and complete and sign the return. 

If this is an Amended Return, check here (see Amended Returns in the separate instructions) 

Part I Taxable Wages and FUTA Tax

1 Total payments (including payments shown on lines 2 and 3) during the calendar year for services of employees 1
2 Exempt payments. (Explain all exempt payments, attaching additional sheets
if necessary.) 
2
3 Payments of more than $7,000 for services. Enter only amounts over the first $7,000
paid to each employee (see the separate instructions) 3
4 Add lines 2 and 3 4
5 Total taxable wages (subtract line 4 from line 1)  5
6 FUTA tax. Multiply the wages on line 5 by .008 and enter here. (If the result is over $100, also complete Part II.) 6
7 Total FUTA tax deposited for the year, including any overpayment applied from a prior year 7
8 Balance due (subtract line 7 from line 6). Pay to the “United States Treasury.”  8
If you owe more than $100, see Depositing FUTA tax in the separate instructions.
9 Overpayment (subtract line 6 from line 7). Check if it is to be: Applied to next return or Refunded  9
Part II Record of Quarterly Federal Unemployment Tax Liability (Do not include state liability.) Complete only if line 6 is over $100.
Quarter First (Jan. 1 – Mar. 31) Second (Apr. 1 – June 30) Third (July 1 – Sept. 30) Fourth (Oct. 1 – Dec. 31) Total for year
Liability for quarter

Third– Do you want to allow another person to discuss this return with the IRS (see the separate instructions)? Yes. Complete the following. No
Party Designee’s Phone Personal identification
Designee name  no.  ( ) number (PIN) 
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and, to the best of my knowledge and belief, it is
true, correct, and complete, and that no part of any payment made to a state unemployment fund claimed as a credit was, or is to be, deducted from the payments to employees.

Signature  Title (Owner, etc.)  Date 

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.  DETACH HERE  Cat. No. 10983G Form 940-EZ (2004)

Form 940-V(EZ) Payment Voucher OMB No. 1545-1110

Department of the Treasury

Internal Revenue Service Use this voucher only when making a payment with your return. 04
Complete boxes 1, 2, and 3. Do not send cash, and do not staple your payment to this voucher. Make your check or money order payable to the
“United States Treasury.” Be sure to enter your employer identification number (EIN), “Form 940-EZ,” and “2004” on your payment.
1 Enter your employer identification number (EIN). 2 Dollars Cents
Enter the amount of your payment. 

3 Enter your business name (individual name for sole proprietors).

Enter your address.

Enter your city, state, and ZIP code.

940
Annual Federal Unemployment Tax Return — FUTA

AB
Page 3 of 12 of Form W-2 (Page 4 is blank) 6 Part 3
The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.

a Control number
22222 OMB No. 1545-0008
b Employer identification number (EIN) 1 Wages, tips, other compensation 2 Federal income tax withheld

c Employer’s name, address, and ZIP code 3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

d Employee’s social security number 9 Advance EIC payment 10 Dependent care benefits

e Employee’s first name and initial Last name 11 Nonqualified plans 12a
C
o
d
e

13 Statutory Retirement Third-party 12b

employee plan sick pay C
o
d
e

14 Other 12c
C
o
d
e

12d
C
o
d
e

f Employee’s address and ZIP code

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name

W-2 Wage and Tax

2005
Department of the Treasury—Internal Revenue Service
Form Statement
Copy 1—For State, City, or Local Tax Department

W-2
Federal — Wage and Tax Statement

AC
TLS, have you Version A 2 O.K. to print
transmitted all R T:FP:F
text files for this
cycle update? Folio 1 of 2 of Form W–3 (Folio 2 is Blank) 2 Part O.K. to print
Responsible
The type and rule above prints on all proofs including depart-
mental reproduction proofs. MUST be removed before printing. scan organization
Date
Revised proofs
requested
Separation 1: red ink
Separation 2: black

DO NOT STAPLE OR FOLD

a Control number For Official Use Only 
33333 OMB No. 1545-0008
b 941 Military 943 1 Wages, tips, other compensation 2 Federal income tax withheld
Kind
of
Payer  CT-1
Hshld.
emp.
Medicare
govt. emp.
Third-party
sick pay 3 Social security wages 4 Social security tax withheld

c Total number of Forms W-2 d Establishment number 5 Medicare wages and tips 6 Medicare tax withheld

e Employer identification number (EIN) 7 Social security tips 8 Allocated tips

f Employer’s name 9 Advance EIC payments 10 Dependent care benefits

11 Nonqualified plans 12 Deferred compensation

13 For third-party sick pay use only

14 Income tax withheld by payer of third-party sick pay

g Employer’s address and ZIP code
h Other EIN used this year

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax

18 Local wages, tips, etc. 19 Local income tax

Contact person Telephone number For Official Use Only

( )
Email address Fax number
( )
Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowledge and belief,
they are true, correct, and complete.

Signature  Title  Date 

Form W-3 Transmittal of Wage and Tax Statements 2005 Department of the Treasury
Internal Revenue Service

Send this entire page with the entire Copy A page of Form(s) W-2 to the Social Security Administration.
Photocopies are not acceptable.
Do not send any payment (cash, checks, money orders, etc.) with Forms W-2 and W-3.

Reminder Where To File

Separate instructions. See the 2005 Instructions for Forms Send this entire page with the entire Copy A page of Form(s)
W-2 and W-3 for information on completing this form. W-2 to:
Social Security Administration
Purpose of Form Data Operations Center
Wilkes-Barre, PA 18769-0001
Use Form W-3 to transmit Copy A of Form(s) W-2, Wage
and Tax Statement. Make a copy of Form W-3 and keep it Note. If you use “Certified Mail” to file, change the ZIP code
with Copy D (For Employer) of Form(s) W-2 for your records. to “18769-0002.” If you use an IRS-approved private delivery
Use Form W-3 for the correct year. File Form W-3 even if service, add “ATTN: W-2 Process, 1150 E. Mountain Dr.” to
only one Form W-2 is being filed. If you are filing Form(s) the address and change the ZIP code to “18702-7997.” See
W-2 on magnetic media or electronically, do not file Form Publication 15 (Circular E), Employer’s Tax Guide, for a list
W-3. of IRS-approved private delivery services.
When To File Do not send magnetic media to the address shown
File Form W-3 with Copy A of Form(s) W-2 by above.
February 28, 2006.

For Privacy Act and Paperwork Reduction Act Notice, see back of Copy D of Form W-2.

Cat. No. 10159Y

W-3
Federal — Transmittal of Wage and Tax Statements

AD
 Appendix C
SECRETARY TIMELINE

January
• W-4 forms to each employee
• W-2 forms to each employee by 31st
• 25, 50, 75-year pin and certificate requests for year may be voted on
and sent to Grand Chapter
• Form 941 due IRS and copy to Grand Chapter
• Form DE 6 due State and copy to Grand Chapter
• Form DE 88 due to State
• Complete any 1099s on fees paid to Independent Contractors
• Mail December monthly report to office by 15th
• State Roster available
• Constitution and Laws/Instruction Book Amendments mailed to
Chapter with invoice
• Suspend members who are two years in arrears on dues

February
• W-3 due to IRS by 28th
• Send in order for proceedings by 1st
• Mail January monthly report to office by 15th

March
• Scholarship applications due this month
• Mail February monthly report to office by 15th

April
• Form 941 due IRS and a copy to Grand Chapter
• Form 940 due IRS
• DE 6 due State and a copy to Grand Chapter
• Form DE 88 due to State
• Mail March monthly report to office by 15th
• Property Report to Grand Chapter

May
• Mail April monthly report to office by 15th

AE
June
• Home Endowment Committee report due to Chairman
• Annual Report mailed to Chapter
• Proposed Amendments and Resumes due this month (120 days
prior to formal Opening
• Suspend members who are two years in arrears on dues, or be
charged per capita on them
• Mail May monthly report to office by 15th
• Correct Membership roster and return to Grand Chapter

July
• Form 941 due IRS and a copy to Grand Chapter office
• DE 6 due State and a copy to Grand Chapter office
• Form DE 88 due to State
• Annual report due by 15th
• Mail June monthly report to office by 15th

August
• Bill for per capita received by you first part of August
• Send in per capita check and copy of billing to arrive in office by
September 1
• If no salaries are paid during year, letter to Grand Chapter office so
stating including dates
• Mail July monthly report to office by 15th

September
• Notice of Annual election may be sent to members
• Send in credential request form
• Proposed Amendment booklet due to members (40 days prior to
Formal Opening)
• Provide figures to budget committee
• Dues receipts for following year mailed to Chapter
• Mail August monthly report to office by 15th

October
• Form 941 due IRS and copy to Grand Chapter office
• DE 6 due State and copy to Grand Chapter office
• Form DE 88 due to State
• Elections first stated meeting this month
• Pick-up remittance envelopes at Grand Chapter
• Resume of Grand Chapter Session and list of approved amendments
sent to Chapters
• Mail September monthly report to office by 15th

AF
November
• Send list of elected officers to office by 1st for State Roster
• Chapter Annual Financial Report due by 1st
• Notice of Dues for upcoming year may be sent
• Chapter Installations this month
• Roster Ads due to Chairman by 15th
• Send list of appointed officers to office
• Mail October monthly report to office by 15th

December
• Give Secretary and Treasurer reports at first stated meeting following
installation
• Notice of Dues for upcoming year may be sent
• Prepare dues receipts for 50 year, remitted, home members & other
do ASAP
• Give each employee a W-4 to fill out
• Mail November monthly report to office by 15th

AG
Notes

AH
 Appendix D
SECRETARY — TREASURER
SUGGESTED PROCEDURES
Enclosed is a form, “Summary of Bills,” that may be used to list the bills for the
Chapter meeting. The Auditing Committee should audit the bills prior to the
meeting and sign the form. Bills that are approved by a motion of the Chapter
during the meeting would also be listed. After the meeting, the form together
with the bills would be given to the Treasurer for issuance of the checks. The
Treasurer would note the check number for each check on the form and return
it to you.

You may copy this form for use at each of your meetings. We will also have
them available for purchase on the Price List/Order Form. You may wish to
do this form in duplicate using carbon paper, so that you will have a copy of the
list of bills when you write your minutes, and complete your yellow cash sheet.

Bank Statement:
Since the Treasurer now has the checkbook, the Secretary will receive the bank
statement. After reviewing the bank statement and comparing it to the yellow
cash sheet, the statement together with the cancelled checks is to be given to
the Treasurer, who will reconcile the checkbook.

The following is a suggested procedure:

Bills:
• Receive and list the bills for the audit committee to review
• Audit Committee reviews and signs the list
• Read the bills under the proper order of business
• Add to the list any checks authorized by a motion made during the
meeting
• At the close of the meeting, give to the Treasurer the list and the
actual bills
• The Treasurer will return the summary sheet to you with the check
numbers by each disbursement

Yellow Cash Sheet:

• Enter the disbursements from the summary sheet
• When the copy of the summary sheet is returned from the Treasurer,
enter the check numbers

AI
Treasurer:
• Receive the bills and summary sheet from the Secretary at the close
of meeting
• Record the information in the Treasurer’s Cash Book
• Write the checks and record the check numbers on the summary list
and in the cash book and return the list to the Secretary

Checks needed for any of the categories on the Check Transmittal Form will
be listed on the summary sheet indicating the proper payee. Remember we
only need one check per category on the Check Transmittal Form.

Although all bills should be paid as promptly as possible, nothing requires that
they be paid the same night that they are received.

AJ
 Appendix E
LESSON #1
Lesson for the Month —
Chapter Bylaw Changes
Sections of the Constitution and Laws:
126 What should be in your bylaws
127 Bylaws need approval
128 How to obtain approval
146 Notice to members
Uniform Code

How to make bylaws changes:

• A Chapter’s Bylaws Committee or a member may make a motion to
change the bylaws during a Chapter meeting. No discussion takes
place at that meeting. The motion is noted in the minutes.
• The Secretary is directed by the Worthy Matron to notify the
members of the change requested including the way the bylaw
currently reads, the date of the stated meeting it will be discussed
and voted upon. (See Section 146, for example; by mail, at least ten
days before the time of the meeting.)
• Following discussion at the stated meeting, the vote is taken, which
requires a two–thirds majority vote to pass.
• If a dollar amount is being voted on, the amount may not be
increased by amending the proposed bylaw change without starting
the process over, however the amount may be decreased but not
below the current amount being amended.
• The provisions in our Uniform Code must be included in the bylaws,
so when making significant changes, it is easier to use the Uniform
Code form and fill in the blanks.
• If you are changing only one particular section of your bylaws, you
need only submit that section.

How to obtain approval:

• The Approval of Amendments to Bylaws form must be used. Two
originals of this form must be completely filled out, signed and
sealed by the Secretary of the Chapter.
• You must also submit one copy of the bylaw section the way it
currently reads together with two copies of the bylaw section the
way the Chapter has voted to change that section.
• Send these five (5) things to the Grand Chapter Office.

AK
 • We require two originals of the Approval form and the section being
changed as we keep one signed by the Worthy Grand Matron in your
Chapter file in the office and return the other original to you for your
bylaw book.

Approval:
• When all forms are received, the packet is sent to the Chairman of
the Constitution and Bylaws Committee with a copy of the packet to
the members of the Committee.
• After the Committee reviews and approves the amendment to the
bylaws, it is given to the Worthy Grand Matron for her approval and
signature.
• This process may take as long as a few months.
• The approved amendments are then forwarded to the Grand Chapter
office for recording and filing.
• A signed original Approval of Amendments to Bylaws and an original
of the bylaws change is sent to the Chapter Secretary.
• The Secretary reads the new bylaw at the next stated meeting at
which time the bylaw becomes effective.
• The new bylaw is then placed in the Chapter Bylaw book.
• The members of the Chapter should then be notified of the approved
change.

Notes:
• If the Committee finds something wrong with the proposed change,
the Chapter will be contacted directly by the Constitution and
Bylaws Committee.
• A Chapter may have Standing Rules of items that are not in the
bylaws. Changes of the Standing Rules at a meeting, without prior
notice to members, require a 2/3 majority. If notice (Sec. 146) has
been sent to members, then it only requires a simple majority (more
that 50% of the vote).
• Standing Rules have another advantage/disadvantage over bylaws in
that they can be suspended at any meeting by a majority vote.
• Chapters that are rewriting the bylaws because of consolidation
should use the Uniform Code form and must use the Approval of
Amendments to Bylaws of a Consolidating Chapter form.

AL
 Appendix F
LESSON #2
Lesson for the Month —
Check Transmittal Form
The Check Transmittal Form is provided for the Secretary or the Treasurer to
use when sending checks to the office. The form is divided into four sections
representing the four checking accounts into which the Grand Chapter office
makes deposits. The accounts are: California Eastern Star Foundation, Grand
Chapter Endowment Fund, Eastern Star Homes of California, and Grand
Chapter of California.

Since 9/11/2001, banks are very particular in accepting checks. They actually
look at each check in our various deposits to verify that it is payable to the
proper account. For example, checks made out to the Scholarship Fund,
Senior Living Community, Eastern Star Home Endowment Fund, Heart Fund,
etc. will not be accepted for deposit.

There are only four specific ways to make out a check. It must be payable to
either the California Eastern Star Foundation, Grand Chapter Endowment
Fund, Eastern Star Homes of California, or Grand Chapter of California.
The memo line on a check may be used to specify the particular use: J.C. Lee,
Restricted or Unrestricted Endowment Fund, Heart Fund, credentials, etc.

On the Transmittal Form, under each of the four main categories, are listed
the various funds that may be deposited in that category. For example, under
the California Eastern Star Foundation are our charities that are under
the umbrella of the Foundation. Under Grand Chapter Endowment Fund
are funds that go directly to the Endowment including funds used for the
operation of the Home, Life Sponsorship, and Star Plus donations. Donations
to the Eastern Star Homes of California category are funds sent in for holidays
for the residents and funds from the Fiesta. The fourth category, Grand
Chapter of California, is the account used by the office and for Grand Chapter
Week funds.

The California Eastern Star Foundation, the Grand Chapter Endowment Fund
and the Eastern Star Homes of California are all 501(c)(3) organizations. The
Grand Chapter of California is a 501(c)(8) organization. Funds donated to
501(c)(3) organizations are tax deductible, but donations to a 501(c)(8)
organizations are not.

AM
Please note that donations to the Heart Fund are to be made payable to Grand
Chapter of California. This is a General Grand Chapter project and is not
under our own California Eastern Star Foundation. See Section 420 of the
Constitution and Laws.

Also under this category is the Perpetual Income Fund of Grand Chapter
established in 2002 as a trust fund for voluntary contributions to provide
a source of continuing income to partially fund the operation of the Grand
Chapter administrative, operational and support services. See Section 95A of
the Constitution and Laws.

Checks that are not made out with the proper payee will be sent back to the
Chapter or to the individual writing the check. We simply cannot deposit
them. This is especially important to remember if a member passes away and
the obituary in the paper states to send the remembrance to, for example, J. C.
Lee Cancer Fund at Grand Chapter. Remind members placing obituaries of
the correct payee, with a note on the check that it is for a particular fund.

After the information on the Check Transmittal Form has been processed, we
file the 8½ inch by 11 inch form by Chapter for our Auditors to use. Therefore,
please do not cut each section apart and attach the checks to it OR we then
have to put the form back together again!

Also, we are like the utility companies. Please do not staple, paperclip, tape, glue
etc. the checks to the various sections. They will not get lost in the envelope
and if the form has been properly completed, we can see what check is meant
for what. It takes time to un–staple the checks, etc.

In addition, only one check has to be written for each of the four specific
categories. You may have received donations for, say, the Disaster Fund, J. C.
Lee Memorial Cancer Fund, and Scholarship one meeting and the Scholarship
Fund and Marguerite Rennie Memorial Fund the next meeting. One check for
the total amount payable to the California Eastern Star Foundation is all that
is necessary. On the Check Transmittal Form you would indicate how much of
that check went to each fund in that category.

It is also the Secretary’s responsibility to acknowledge those donations as

noted on the Check Transmittal Form, but that is another lesson!

Another way to save you time and your Chapter money: send everything in
one envelope to the Grand Chapter office. Only one person opens the mail, so
everything filters through her. She sorts the mail to the various departments
that handle that item. Our record: seven envelopes in one day from one
Chapter.

AN
On the Check Transmittal form you will notice it states “See Green Form
attached” or “See Order Form attached.” These particular items have their
own order forms, as we require additional information to what is listed on
the Check Transmittal Form. Therefore, it is not necessary to use a Check
Transmittal Form when sending in orders for Life Sponsorship purchase,
supplies, anniversary pins, Rob Morris Awards, Service Awards, or credentials,
unless you are sending in donations also. We have listed these items on the
Check Transmittal Form to enable you to send in just one check.

Remember:

• Select the proper category on the Check Transmittal Form

• Fill out that section on the Transmittal Form completely
• Write the check to the proper payee
• Verify the written amount on the check and the dollar amount agree
• Two signatures must be on the check
• Checks cannot be deposited if more than six–months old
• Do not cut the form apart
• Do not staple, clip or glue the checks to the form

AO
Notes

AP
 Appendix G
LESSON #3
Lesson for the Month —
Timeline for Suspension of Members
Year A (2008)
September —  Notice of Annual Election (includes notice of dues — not
required, unless elections not being held in October) [for
upcoming year B]

November/
December — Notice of Dues [for year B] — may be sent several times,
should use through December, year B.

Year B (2009)
January 1 — 1/2 or full dues due (depends upon bylaws) [for year B]

July 1 — 1/2 dues due (depends upon bylaws) [for year B]

September — N
 otice of Annual Election (includes notice of dues — not
required, unless elections not being held in October) [for
upcoming year C]

November/
December — Notice of Dues [for year C] — may be sent several times,
should use through December, year C.

Year C (2010)
January Reminder of Dues [for year B] — may be sent several times,
— 
until WM directs to send Notice of Delinquent Dues, which
should happen no earlier than May 15, year C.

January 1 — 1/2 or full dues due (depends upon bylaws) [for year C]

May/June — 
DEADLINE: Should inform WM of delinquent members,
who have not paid all dues for year B. With her approval
may send out Notice of Delinquent Dues, via certified mail
with return receipt requested. This notice must be sent out
at least one month before the stated meeting at which the
member is to be suspended.

AQ
July — If above notice was sent one month before the July stated
meeting, this is the first month in which a member may be
suspended for not having paid all of year B dues.

If a member is suspended, must send Notice of Suspension.

July 1 — 1/2 dues due (depends upon bylaws) [for year C]

September — N
 otice of Annual Election (includes notice of dues — not
required, unless elections not being held in October) [for
upcoming year D]

November/
December — Notice of Dues [for year D] — may be sent several times,
should use through December, year D.

DEADLINE: Must inform WM of delinquent members,

who have not paid all dues for year B. With her approval
may send out Notice of Delinquent Dues, via certified mail
with return receipt requested. This notice must be sent out
at least one month before the stated meeting at which any
action the member is to be suspended.

Year D (2011)
January Reminder of Dues [for year C] — may be sent several times,
— 
until WM directs to send Notice of Delinquent Dues, which
should happen no earlier than May 15, year D.

Must, at a stated meeting on or after January 1, remit

outstanding year B dues or suspend member. It is the
Secretaries duty at this time to bring to the attention of
the Chapter any member who is delinquent for year B
dues, especially if the Worthy Matron previously directed
that she/he should not send a Notice of Delinquent Dues to
delinquent members.

If a member is suspended, must send Notice of Suspension.

January 1 — 1/2 or full dues due (depends upon bylaws) [for year D]

AR
May/June — DEADLINE: Should inform WM of delinquent members,
who have not paid all dues for year C. With her approval
may send out Notice of Delinquent Dues, via certified mail
with return receipt requested. This notice must be sent out
at least one month before the stated meeting at which the
member is to be suspended.

June 30 — If members who are delinquent for year B dues are not
suspended before this date, additional Grand Chapter
Dues and Assessments will be levied against the Chapter
for this member.

NOTE: A Chapter may vote, at any time, to remit all or any portion of the dues
owed by a member.

If all of a member’s dues are remitted, due to an inability to pay, prior to June
30 of the year in which the dues are first due, the Chapter will not pay Grand
Chapter dues & assessments on that member. If the remission occurs after
June 30 of the year in which the dues are first due, the Chapter must pay Grand
Chapter dues & assessments on that member, and those dues & assessments
are not refundable.

A member may not be suspended for non–payment of dues that have been
remitted by the chapter.

AS
Notes

AT
 Appendix H
LESSON #4
Lesson for the Month —
Dues forms, descriptions and when to use
The dues payable on January 1, 2010 will be used throughout this
document as the basis for the years given in parentheses. For dues from other
years, please adjust the years accordingly.

Notice of Annual Election

Notice of the Chapter’s annual election of officers is required only when

those elections will not be held in October (see C&L Sec. 130). Even if notice
is required, use of this form is optional (see C&L Sec. 253). If notice is being
given by mail, it must be sent at least 10 days prior to the meeting date (see
C&L Sec. 146). So, this form could be used as early as August (2009) and as
late as November (2009), but it will usually be used in September (2009) or
October (2009).

The reason for including this form with the dues notices is that it includes
a reminder that dues are coming due in January (2010). The updated form
has retained that reminder and has an added reminder for those who have
not paid their current dues (2009) — or even have past years’ dues (2008 and
earlier) outstanding.

While most of the forms are 8½" x 11", this is one of the forms that is
a half-sheet — 5½" x 8½". This was done for a couple of reasons. First, we
couldn’t come up with enough filler to make it look good on a full size sheet of
paper. Second, this is a form that, when used, is to be sent to every member of
the Chapter; so we wanted to keep the Chapter’s cost as low as possible.

Notice of Dues

Use of this form is optional (Sec. 153). The form can be used from the
November before the dues are due (November 2009) through the December
of the following year (December 2010).

The Notice of Dues includes a reminder for dues and assessments that are
past due. It is also one of the forms that is still on a half–sheet, for the same
reasons as the Notice of Annual Election.

AU
 Reminder of Dues

Use of this form is optional (Sec. 153). While this form can be used as
soon as the January that the dues are first due ( January 2010), we recommend
that it not be used until the following January (2011), because it is a little too
harsh to be used immediately after the dues are first due. It can continue to
be used until the Worthy Matron is prepared to suspend the member, which
cannot take place until July 1 of the year following when the dues were first
due ( July 1, 2011).

The form has a place to include the names and addresses of the
officers on the Relief Committee. The section that reads, “. . . shall be paid
________________ in advance”, is a quote from the Uniform Code of
Bylaws. The blank should be filled with either, “annually on January first”, or,
“semi-annually on January first and July first”. The form does not include a
separate place for dues and assessments that are past due, because all amounts
on this notice are past due. So if it is March 2010, and the member has not paid
2009 and 2010 dues and assessments, all of those amount should be included
in the appropriate locations.

Notice of Delinquent Dues

Use of this form is optional, but highly recommended. Since it includes

the portion of the C&L that deals with suspension, it lets the member know
what is about to happen. This is the final notice before suspension, and should
only be sent once, at least one month prior to the meeting at which the member
is to be suspended. Since a member cannot be suspended for non-payment of
dues until at least July 1 of the year following when the dues were first due
( July 2011), this notice should not be sent until at least the middle of May of
that year (May 2011). (i.e. a member who has not paid 2010 dues cannot be
suspended until at least July 1, 2011.)

Notice of Suspension

Use of this form is optional, but also highly recommended, because it

provides the section of the C&L dealing with how a member gets reinstated
after suspension. It is to be sent to the member immediately following the
meeting at which she/he is suspended. We recommend that it be prepared
beforehand, so that as soon as the meeting is completed, it can be signed and
the Chapter seal applied.

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 Other forms

In addition to the above forms, several other forms there are several other
form we wanted to bring to your attention. The first three are related to dues
and deal with the suspension and reinstatement of a member. The others are
just miscellaneous forms.

Notification of Suspension of Dual Member

The use of this form is optional. However, Sec. 249 of the C&L requires
that a notice be sent when a dual member is suspended. This form can be used,
not just when a dual member is suspended for non-payment of dues, but any
time a dual member is suspended.

Notification of Restoration of Dual Member

The use of this form is also optional. The Constitution and Laws does
not require any notice of restoration of a dual member to be sent. However,
since you notified the “dual” Chapter that the member was suspended, it is the
policy of the Grand Secretary, that you shall notify them when the member is
restored.

The paragraph with the check box is to be used when a Petition for
Reinstatement, of a member who has been suspended for over six months and
has paid the necessary fees, is rejected.

Certificate of Restoration

Use of this form is mandatory! (See C&L Sec. 253). It looks similar to
a Demit, because it is, in effect, a Demit. It is to be given to a member who
was suspended, other than by trial, for longer than six months and who
paid the fees required by the Chapter to be restored, but whose Petition for
Reinstatement was rejected.

Notice of Rejection

Use of this form is optional (Sec. 253); however, its use is highly
recommended. When a Petition for Initiation or a Petition for Affiliation is
rejected, notice of that rejection must be sent to the petitioner (see Sec. 223 of
the C&L), and Sec. 223 must be printed on any such notice.

Note that this form would not be used when a Petition for Reinstatement
is rejected, in which case you would use a Certificate of Restoration. It is only
used when a Petition for Initiation or a Petition for Affiliation is rejected.

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 Notice of Special Election

Use of this form is optional; however, if a special election — an election

other than the annual election — is to be held, notice of that election must be
given to members (see C&L Sec. 135). Regardless of whether or not this form
is used, any notice should not state what office is being filled. Sec. 146 requires
that any mailed notice be sent at least ten days prior to the meeting.

This form is on a half-sheet for like reasons as the Notice of Annual

Election.

Request for Demit

Use of this form is completely optional. All a member must do to demit

from a chapter, is to send the Chapter a note, which she/he has signed, stating,
“I request a Demit from this Chapter”. Or the member can be recognized in
open Chapter and say the same thing.

This form provides a place for the member to indicate why she is leaving
the chapter. It also has a place to remind the Secretary that the member is a
dual/plural member — so notice can be sent to the other Chapter that the
member has terminated her/his membership, and also so the Secretary knows
to give the member a Certificate of Discontinuance of Multiple Membership
rather than a Demit. The form also reminds the member that her/his current
dues receipt must be turned in with the Request in order to receive a refund
of remaining dues, and it provides the member with additional information
regarding Demits.

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Printed June 2009